| Entity Name: | JAM FINANCIAL ADVISORS LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Date Formed: | 16 Aug 2017 (Companies founded in August 2017) |
| Business ALEI: | 1247476 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 116 Greenwich Hills Dr, Greenwich, CT, 06831-4972, United States |
| Mailing address: | 116 Greenwich Hills Dr, Greenwich, CT, United States, 06831-4972 |
| ZIP code: | 06831 (Companies in Fairfield, 06831) |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | jim@wjladvisors.com |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| MICHAEL LUZZI | Agent | 434 THOMPSON AVENUE, EAST HAVEN, CT, 06512, United States | 434 THOMPSON AVENUE, EAST HAVEN, CT, 06512, United States | +1 203-675-9049 | michael@luzzilaw.com | 20 CHURCH HILL RD., NEWTOWN, CT, 06470, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| JAMES A MOORE | Officer | 116 Greenwich Hills Dr, Greenwich, CT, 06831, United States | 116 Greenwich Hills Dr, Greenwich, CT, 06831, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012109661 | 2024-01-30 | No data | Annual Report | Annual Report | No data |
| BF-0011336416 | 2023-01-24 | No data | Annual Report | Annual Report | No data |
| BF-0010282528 | 2022-03-20 | No data | Annual Report | Annual Report | 2022 |
| 0007264696 | 2021-03-29 | No data | Annual Report | Annual Report | 2021 |
| 0006845393 | 2020-03-23 | No data | Annual Report | Annual Report | 2020 |
| 0006378772 | 2019-02-12 | No data | Annual Report | Annual Report | 2019 |
| 0006047230 | 2018-01-31 | No data | Annual Report | Annual Report | 2018 |
| 0005911702 | 2017-08-16 | 2017-08-16 | Business Formation | Certificate of Organization | No data |
Date of last update: 04 Nov 2024
Sources: Connecticut's Official State Website
