Jack B. Murad, CPA, MBT Financial Services

EST. AUM
$100,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area Los Angeles
CRD Number
Website jackmurad.com
Client types

Overview

Jack B. Murad, CPA, MBT Financial Services is a comprehensive financial advisory and wealth-management practice. The firm provides personalized planning and investment services tailored to individual client goals, with an emphasis on long-term financial strategy, tax efficiency, and holistic financial management. The practice serves a broad range of clients seeking guidance across personal finance, retirement planning, investment management, and tax matters.

Platform Details

Investment Preferences

Alternative Activity