IRA Valuations

IRA Valuations of Alternative Assets

IRA valuations for individuals, custodians and trust companies that meet all of the regulatory requirements.

Reg 9 valuations

Annual Reg 9 Reviews and Asset Reviews

Annual asset reviews for all closely held assets held in trusts or estates for trust companies and banks throughout the US.

Federal Estate Tax Valuations

Federal Estate & Gift Tax Valuations

Fair market value appraisals of privately held investments upon the death of an owner or for the gift of such an interest.

Let us introduce ourselves

A few words about us

J&M Asset Management, Ltd. (“J&M”) has been providing valuation and review services for individuals, banks, trust companies, fiduciaries, attorneys, CPAs and private businesses since 1996.  J&M specializes in preparing valuations and completing reviews of privately held / alternative assets.

Why businesses and individuals turn to us

Experience you can count on

Our management team has more than 80 years of collective experience in the areas of valuation, managing closely held assets, corporate finance, mergers & acquisitions, and oil & gas. Numerous auditing organizations & agencies have reviewed and commented favorably on our reports.


Years in Business


of Valuations and Reviews Completed


Years of Experience


of satisfied clients

Trusted by leading organizations

Representative Clients


Peruse our knowledge base


Why Do I need an IRA Valuation

Why do I need an IRA valuation of the assets in my account?

The Internal Revenue Service ("IRS") requires that a fair market…

What types of assets need a fair market valuation?

All assets held in IRA accounts must be valued at fair market…
IRA Valuation Risks

What are the risks of not getting a proper IRA valuation of the assets in my account?

The Internal Revenue Service (“IRS”) is aware of IRA valuation…