Jlm Advisors, LLC at 6235 Carnegie Blvd, Charlotte, Nc 28211 lists Jlm Advisors Llc of Charlotte, NC as the associate.
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Mcmanus, James L.
Registered Agent
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6235 CARNEGIE BLVD, CHARLOTTE, NC 28211
(View Past Addresses)
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Jlm Advisors Llc
Chairman
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6235 CARNEGIE BLVD, CHARLOTTE, NC 28211
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6235 CARNEGIE BLVD, CHARLOTTE, NC 28211
View Map
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameJLM ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$485,799 / $779,929 | 2023 | JLM ADVISORS, LLC CASH BALANCE PLAN - Plan #002 | 3 / 3 | $485,799 / $779,929 |
| 2023 | Plan NameJLM ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$189,048 / $283,070 | 2023 | JLM ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $189,048 / $283,070 |
| 2022 | Plan NameJLM ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY1 / 2 Assets BOY/EOY$340,484 / $485,799 | 2022 | JLM ADVISORS, LLC CASH BALANCE PLAN - Plan #002 | 1 / 2 | $340,484 / $485,799 |
| 2022 | Plan NameJLM ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$109,740 / $189,048 | 2022 | JLM ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 2 / 3 | $109,740 / $189,048 |
| 2021 | Plan NameJLM ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 1 Assets BOY/EOY$127,928 / $340,484 | 2021 | JLM ADVISORS, LLC CASH BALANCE PLAN - Plan #002 | 2 / 1 | $127,928 / $340,484 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$30,703 Forgiven$30,913 LenderCommunity First Bank, Inc. Jobs2 | 04/15/2020 | $30,703 | $30,913 | Community First Bank, Inc. | 2 |
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Jlm Advisors LLC
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Registered in Florida
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Registered in Texas
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Registered in Texas
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Registered in Minnesota
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Registered in Wisconsin
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Registered in California
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