| Entity Name: | JM WEALTH MANAGEMENT, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
JM WEALTH MANAGEMENT, LLC is structured as a Limited Liability Company (LLC), a common business structure that offers its members limited liability protection, separating their personal assets from the company's debts and obligations. |
| Status: |
Active
The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness. |
| Date Filed: | 18 Feb 2020 (5 years ago) |
| Last Event: | LC AMENDMENT |
| Event Date Filed: | 10 Dec 2021 (3 years ago) |
| Document Number: | L20000054954 |
| FEI/EIN Number |
84-4766651
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 13031 MC GREGOR, 16, SANIBEL, FL, AL, 33919, US |
| Mail Address: | 13031 MC GREGOR, 16, Ft myers, FL, 33919, US |
| ZIP code: | 33919 |
| County: | Lee |
| Place of Formation: | FLORIDA |
| Name | Role | Address |
|---|---|---|
| Lee Jack m | Manager | 13031 MC GREGOR, SANIBEL, FL, AL, 33919 |
| LYONS HOLDEN MARTHA | Manager | 915 PECTEN CT, SANIBEL, FL, 33957 |
| LEE JACK | Agent | 13031 MCGREGOR, FT MYERS, FL, FL, 33919 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| LC AMENDMENT | 2021-12-10 | - | - |
| CHANGE OF PRINCIPAL ADDRESS | 2021-03-10 | 13031 MC GREGOR, 16, SANIBEL, FL, AL 33919 | - |
| CHANGE OF MAILING ADDRESS | 2021-03-10 | 13031 MC GREGOR, 16, SANIBEL, FL, AL 33919 | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-02-07 |
| ANNUAL REPORT | 2023-03-07 |
| ANNUAL REPORT | 2022-04-27 |
| LC Amendment | 2021-12-10 |
| ANNUAL REPORT | 2021-03-10 |
| Florida Limited Liability | 2020-02-18 |
Date of last update: 02 Apr 2025
Sources: Florida Department of State
