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Office: 63 Chulia Street, OCBC Centre East, #15-01, Singapore, 049514
Main contacts:
[email protected]-Technical supports and inquiries
[email protected]-Free online reputation consulting services
[email protected]-Sales inquiries
Business Hours: Mon. - Fri. (11.00-19.00)
Time zone (Singapore)
DMCA.com Protection Status
Copyright © TrustFinance 2022 | V.2.0

TrustFinance is trustworthy and accurate information you can rely on. If you are looking for financial business information, this is the place for you. All-in-One source for financial business information. Our priority is our reliability.

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navigate nextWealth Managementnavigate next JMS and Associates

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JMS and Associates

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United States

Founded in

1975 (51 Years)

Founded

Last online: No recent activity

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FTD LIMITED

FTD LIMITED

(505 reviews)

foundedInBritish Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

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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.

Company Information

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Company Information

Get to know JMS and Associates

JMS & Associates is an independent financial services firm dedicated to providing comprehensive and personalized financial planning for individuals, families, and businesses. Founded by John M. Staszak, a CERTIFIED FINANCIAL PLANNER™, the firm emphasizes building long-term client relationships based on trust and integrity. Their services include wealth management, investment management, retirement planning, estate planning, tax planning, and insurance services. They are an affiliated office of Royal Alliance Associates, Inc., a registered broker-dealer and member of FINRA/SIPC.

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  • Financial Wealth ManagementPRIMARY
  • Financial Insurance

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Summarization

JMS Association Management Professionals Review: A Comprehensive Guide

This comprehensive review delves into the services, strengths, and potential limitations of JMS Association Management Professionals, a full-service company catering to non-profit associations, small businesses, and foundations. We examine their history, service offerings, pricing structure (or lack thereof), customer support, and overall value proposition to help you determine if they are the right fit for your organization.

Overview of JMS Association Management Professionals

Year of Establishment and Background Story

Established in 2005, JMS Association Management Professionals was founded by Josie Chavez Hall, Scott Hall, and Mary Chavez Rudolph. This strong leadership team laid the foundation for a company dedicated to providing comprehensive association management solutions.

Key Milestones in the Company’s History and Growth

JMS has consistently demonstrated its commitment to excellence within the association management field. Their membership in prestigious organizations such as the AMC Institute, the American Society of Association Executives, and the Colorado Society of Association Executives speaks volumes about their dedication to industry best practices and professional development. This affiliation provides access to valuable resources, networking opportunities, and continued education, ensuring JMS stays ahead of the curve in the ever-evolving landscape of association management.

Regulatory Compliance and Licenses

While specific licensing details aren't explicitly stated on their website, JMS's memberships in the AMC Institute, the American Society of Association Executives, and the Colorado Society of Association Executives suggest a commitment to adhering to industry standards and best practices. These memberships often require adherence to ethical codes and professional standards, indicating a level of regulatory awareness and compliance. Further investigation into specific state or local licenses might be necessary depending on your location and specific needs.

Services Offered by JMS Association Management Professionals

Main Services

JMS provides a remarkably comprehensive suite of services designed to streamline and enhance the operations of its clients. Their offerings go beyond simple administrative tasks, encompassing strategic planning and execution across various crucial areas. Let’s delve into the specifics:

  • Membership Management: JMS excels in managing membership databases, processing dues, and ensuring smooth communication with members. This includes creating and maintaining accurate membership directories, responding promptly to membership inquiries, and efficiently managing membership renewals. This ensures a strong and engaged membership base.
  • Event and Meeting Planning: From initial site selection to on-site coordination, JMS manages all aspects of meetings and conferences. They handle contract negotiations, registration logistics, and on-site support, minimizing stress and maximizing efficiency for their clients.
  • Financial Services: JMS offers robust financial management, encompassing meticulous bookkeeping, accurate reporting, and insightful financial statement preparation. This allows associations to track finances, manage budgets, and make informed decisions based on reliable financial data.
  • Publications and Communications: JMS assists in creating and distributing various publications, including newsletters, magazines, directories, and event brochures. They effectively manage communications channels, keeping members informed and engaged.
  • Social Media and Website Management: JMS handles the digital presence of its clients, managing social media accounts and websites. They coordinate with sponsors and exhibitors, maximizing online visibility and engagement.
  • Education and Program Content: They work closely with boards to develop engaging and informative educational programs, connecting them with leading experts and trainers. This helps associations provide value to their members through high-quality learning opportunities.
  • Webinar Assistance: JMS streamlines the process of hosting webinars, from speaker coordination and scheduling to email campaigns and post-event follow-up. This ensures successful webinar delivery and maximum audience engagement.
  • Government Relations: JMS actively engages in government relations on behalf of its clients, advocating for their interests and providing professional lobbying services. This ensures that the voices of their clients are heard and their interests are represented effectively.
  • Board Facilitation: JMS provides valuable support for board meetings and retreats, offering strategic guidance and facilitating the development of effective policies and procedures. This ensures efficient and productive board operations.

Premiums and Pricing for JMS Association Management Professionals

Pricing Structure

JMS adopts a customized approach to pricing. They don't publicly list standard rates. Instead, they work with each client to develop a pricing structure that aligns with their specific needs and budget. This flexible approach ensures that clients receive the services they require without unnecessary expense.

Customer Service and Support

Contact Methods

While specific contact details such as phone numbers or email addresses aren't prominently displayed on their website, JMS emphasizes responsiveness to client needs. Their focus on building strong client relationships suggests a proactive approach to communication and support, likely involving direct communication via email or phone, tailored to the individual client's preferences.

Pros and Cons of JMS Association Management Professionals

Pros

  • Comprehensive Services: JMS offers a wide array of services, covering nearly every aspect of association management. This all-in-one approach simplifies operations and reduces the need for multiple vendors.
  • Customized Solutions: The tailored approach ensures that clients receive precisely the services they need, avoiding unnecessary expenses associated with generic packages.

Cons

Based on publicly available information, identifying specific cons is challenging. Lack of transparency regarding pricing and customer support contact methods could be considered drawbacks for some potential clients who prefer readily accessible information. However, the individualized approach to service could potentially offset these concerns for certain organizations.

Conclusion: Is JMS Association Management Professionals Right for You?

Summary of the Main Points Covered in the Review

JMS Association Management Professionals provides a comprehensive suite of services designed to effectively manage and enhance the operations of non-profit associations, small businesses, and foundations. Their customized approach ensures that each client receives a tailored solution that meets their unique needs and budget. While some transparency regarding pricing and contact methods could be improved, their strong reputation and wide range of services make them a potentially valuable partner for organizations seeking efficient and effective association management support.

Recommendations on Who Would Benefit Most from the Company’s Services

Non-profit associations, small businesses, and foundations seeking a comprehensive, customized, and highly responsive association management partner would find JMS's services particularly beneficial. Organizations that value a collaborative approach and appreciate a tailored solution would likely benefit most from JMS’s expertise.

Frequently Asked Questions about JMS Association Management Professionals

Unfortunately, a dedicated FAQ section is not readily available on the JMS website. However, potential clients are encouraged to contact JMS directly to address any specific questions regarding their services, pricing, or other concerns.

Question Answer
What types of organizations does JMS serve? Non-profit associations, small businesses, and foundations.
What is JMS's approach to pricing? They offer customized pricing based on individual client needs and budgets.
How can I contact JMS for more information? The best approach is to visit their website and look for contact information or reach out through available online channels.
What is JMS's reputation within the industry? Their memberships in leading professional associations such as the AMC Institute suggest a strong reputation and commitment to industry standards.

Key Takeaways:

* JMS offers comprehensive association management services. * They provide customized solutions to meet individual client needs. * Pricing is tailored to each client's budget and requirements. * Contact information is readily available on their website.

References

[1] https://jmsamp.com

[2] https://jmsamp.com/our-services/

[4] https://members.capcsd.org/programmemberdirectory/Details/jms-association-management-professionals-3124835

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