About Us

Providing valuation services to individuals, banks, trust companies, law firms, accounting firms and other fiduciaries since 1996.

Let us introduce ourselves

Our Company

J&M Asset Management, Ltd. provides individual investors, private business owners, bank trust departments, fiduciaries and other related parties with financial services related to the management of limited partnerships and closely held businesses.  These services include estate tax valuations, IRA valuations, annual regulatory compliance reports and other related services.

Our services meet individual investor and client bank/trust company needs by providing:

  • One credible, independent third-party, and approved service provider to contact for all valuations/reviews
  • Competitive pricing
  • Valuation reports that meet your deadlines
  • Flexibility – we customize the format of our annual valuation and review reports as needed to meet your specific requirements
  • Consistent Reporting – we provide management reports to you on a regular basis to efficiently manage the valuation or review project

More than 80 years of experience

Practice Areas

  • Valuation

  • Managing Closely Held Assets

  • Corporate Finance

  • Mergers & Acquisitions

  • Oil & Gas

Our Experience

  • Former Asset Manager and Team Leader in Major Bank’s Closely Held Assets Division
  • Former Tax Consultant with Big Six Accounting Firm
  • Former Investment Banking Director with Leading Middle Market Investment Bank
  • Former Senior Consultant in Litigation Services for Regional Accounting and Financial Advisory Firm
  • Senior Appraiser – American Society of Appraisers

Why You Can Trust J&M

Our reports have received very favorable comments from all of these regulatory authorities.  Regulators have specifically told our clients that our valuation reports meet their needs and requirements.

J&M’s valuations have been reviewed by the following:

  • Federal Deposit Insurance Corporation (“FDIC”)
  • Office of the Comptroller of the Currency (“OCC”)
  • Internal Revenue Service (“IRS”)


  • Computer Systems

    Private secured network and email systems.  In most cases, we work through the client bank’s secure email system.

  • Errors and Omissions (“E&O”) Insurance

    While J&M has never been involved in any litigation or dispute resolution related to our work, we have sufficient E&O coverage.

  • Liability Insurance

    J&M has general liability insurance coverage.

  • Client Confidentiality

    Our document retention and document security procedures have been reviewed and approved by all of our client banks.