Company Information

Get to know JM Conseil Finance & Patrimoine

Founded in 2007 by Jean-Marc Manteau, JM Conseil Finance & Patrimoine is an independent wealth management consulting firm based in Paris. The company specializes in assisting clients with the creation, development, and transmission of their private and professional assets. Its core mission is to provide bespoke, long-term support based on a global and personalized wealth assessment. The firm operates with full independence from banks and insurance companies to ensure its advice is solely in the best interest of its clients, covering areas such as financial investments, real estate, tax optimization, and retirement planning.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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JM Conseil Finance & Patrimoine

France

Founded in

2018 (8 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.