Reg 9 Review / Asset Review

For over 20 years, we have been preparing Reg 9 Reviews and Asset Reviews for trust companies and banks of various sizes located across the United States.

Call 630-790-4205 to discuss your Reg 9 Review / Asset Review needs

Our Reg 9 Review / Asset Review


  • Reports can be used to determine a carrying value or a fair market value, as desired
  • Reports can be customized to fit each bank’s specific needs
  • J&M will include account specific information, if desired
  • We will collect financial information, if necessary, at the direction of the bank
  • Prepare summary reports that may be submitted to the bank’s compliance committee

Scope of Serivces

Asset Types

  • LLCs & Limited Partnerships

  • Promissory Notes

  • S Corporations & C Corporations

  • Oil & Gas Interests