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The JEMM Group
225 Liberty Street
Floor 38
New York NY 10281
(212) 236.2012
(212) 236.2012
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Our experienced team offers a knowledgeable perspective, investment strategies and personal service focused on your institution’s specific needs and goals.
Our experienced team offers a knowledgeable perspective, investment strategies and personal service focused on your institution’s specific needs and goals.
The JEMM Group
Welcome
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.
Recognition
Roger M. Matloff
Managing Director, Senior Consultant
Barron's "Top 100 Institutional Consulting Teams", 2023-2024
(Published annually in April. Rankings based on data as of December 31 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2018-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show More Recognitions
Barron's "Top 100 Institutional Consulting Teams", 2023-2024
(Published annually in April. Rankings based on data as of December 31 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2018-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Barron's "America's Top 30 Institutional Consultants", 2017
(Published on April 17, 2017. Rankings based on data as of December 31, 2016.)
Show more recognition
The JEMM Group
Barron's "Top 100 Institutional Consulting Teams", 2023-2025
(Published annually in April. Rankings based on data as of December 31 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Barron's "America's Top 30 Institutional Consultants", 2017
(Published on April 17, 2017. Rankings based on data as of December 31, 2016.)
About Us
Mission
We care deeply about our clients and the important work they do to make a positive difference in people's lives, and dedicated and focused on creating investment management strategies to support that work today and into the future.
Meet Our Team
Joshua Jespersen,
CPFA®, CRPC™
First Vice President, Senior Financial Advisor
949.721.6547
949.721.6547
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CAP® and Chartered Advisor in Philanthropy® are the property of The American College, which reserves the sole rights to its use, and are used by permission.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.