Jim Mui
JKM Wealth Management · Boca Raton, Florida
Jim Mui is a fee-only financial advisor at JKM Wealth Management in Boca Raton, Florida, who holds the CFP credential. JKM Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | JKM Wealth Management |
|---|---|
| Based in | Boca Raton, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $44.6M across 200 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 1007131 |
| Exams passed | Series 63 (1982) · Series 65 (1992) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Profile |
How Jim's firm compares
- JKM Wealth Management's average account is about $223,000, from its Form ADV (assets managed divided by 200 accounts).
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Questions about Jim
Is Jim Mui a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jim holds no broker registration, and JKM Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jim charge for financial advice?
Jim's firm, JKM Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jim Mui based?
Jim Mui is based in Boca Raton, Florida.
What credentials does Jim Mui hold?
Jim Mui holds the CFP credential.
Is Jim Mui registered with the SEC?
Yes. Jim Mui is registered as an investment adviser representative in FL (CRD 1007131), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does JKM Wealth Management manage?
JKM Wealth Management reports $44.6M across 200 accounts in assets under management.
How do I contact Jim Mui?
Contact details aren't on file yet. Search for JKM Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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