Welcome to JM Insurance & Wealth

We are a boutique firm specializing in insured strategies tailored to tax and risk minimization, estate enhancement and building multigenerational legacy solutions.

Philosophy / Mission

We believe the foundation to successfully grow your financial future includes sound planning centered around risk management.

Our mission is to create financial security to provide peace of mind to our clients, so they are in tune with every step.

Whether you are a corporate or small business, working professional or family, we will educate and construct the right custom solutions for your needs.

Client Feedback

I have worked with Jason for over 9 years now and he has helped our family in so many ways. He is an absolute pleasure to work with and always takes his time in making sure our best needs are met.
Lori Hashimoto
Very thoughtful and genuine with his approach and process. Thank you Jason for always finding ways to allow me to move forward with peace of mind.
Janice Cunningham
We had some initial roadblocks to getting an insurance asset in place for my estate. Jason had diligently worked on making sure I was able to acquire insurance for my family and his creativity ultimately lead to our desired result. Highly recommend his attention to detail and quick thinking to achieve a goal as he was able to do for my family.
Reggie P
We have been working with Jason for our Group benefits plan for our restaurant and it has been a great experience. He is very prompt in getting back to us whenever there is a need and very efficient to work with.
Baton Rouge, Owner and operator
I had worked with JM Insurance and Wealth for some alternative investments for my corp. He did a very thorough job in educating me on the strategies we had put in place and made a conscious effort to invest our corporate assets.
Modern Build Carpentry
From our families needs to all our employees, JM Insurance has been extremely helpful keeping us organized and protected. He has helped create a solid foundation to our business from all the employees, management team and operators.
TBS PAVING and Construction
Highly recommend Jason and his team. He is always available to communicate with and goes above and beyond to keep me updated with any important details.
Junette Jimenez