We are dedicated to providing individuals and other types of clients with a wide array of investment advisory services. JAM was established in 2019 and is engaged in providing discretionary advisory services to clients through sub-advisory relationships with third party Advisers. Prior to establishing JAM, the firm and its employees provided advisory services directly to JAM’s clients under a separate registered entity, Juncture Wealth Strategies, LLC (CRD# 298110). JAM is registered with the SEC as a related adviser to Juncture Wealth Strategies (“JWS”). Juncture, Inc., an Arizona S Corporation, is principally owned by Barry Rhonemus, Jack Barker, and Bradley Haines and is the sole owner/member of the following registered investment advisers (“RIA”):
• JAM, a limited liability company organized in the state of Arizona, formed to provide portfolio management services primarily as a subadvisor to other RIAs. JAM is registered with the SEC as an investment adviser and files as a related adviser to Juncture Wealth Strategies.
• JWS, a limited liability company organized in the state of Delaware, formed to provide investment advice through Investment Advisor Representatives who are not securities licensed. JWS is registered with the SEC as an investment adviser. Description of Advisory Services JAM serves as a sub-advisor and/or separate account manager to perform portfolio management services for clients of advisors (“Primary Advisor”) who may be affiliated or unaffiliated with JAM. JAM may or may not have a separate service contract directly with the client but, rather, be delegated discretionary investment management powers through the contract between Primary Advisor and the client. A separate fee will be paid by the client that will be in addition to the fee paid by the client to the Primary Advisor. JAM will provide clients reasonable access to its managers while its services will be limited to, among other things, the portfolio management duties detailed in the agreement

between JAM and the Primary Advisor. The Primary Advisor will retain the obligations of meeting with the client, determining the suitability of investments based on the client’s financial background and related goals, understanding the client’s risk tolerance, developing a written investment policy statement (“Investment Objectives”), and communicating with JAM any changes to the client’s situation (including restrictions) that may impact the selected investment strategies. Each portfolio is designed to meet a particular investment goal. We emphasize disciplined and frequent account supervision. Portfolios are rebalanced in response to market conditions in an effort to maintain the appropriate risk level as well as to benefit from changes in relative price movements of different investments. If the account holder experiences any significant changes to his/her financial or personal circumstances, the account holder must notify his or her Primary Advisor so that JAM can consider such information in managing the client’s investments. We prefer that clients do not impose restrictions on investing in certain securities or types of securities, but we will consider and strive to accommodate reasonable requests which we feel we can do in an effective manner. Participation in Wrap Fee Programs and Standalone Financial Planning/Consulting We do not offer wrap fee programs nor do we offer financial planning/consulting as a standalone service for a fee. JAM clients may receive financial planning services through Juncture Wealth Strategies or other Primary Advisors. Such services are optional and at the discretion of each client. JAM does not receive any fees should a client decide to engage any Primary Advisor for financial planning services. Regulatory Assets under Management As of December 31, 2023, JAM managed $352,540,684 on a discretionary basis and $10,888,330 on a non-discretionary basis. Most of these assets are also considered Asset Under Management by JAM’s related adviser, Juncture Wealth Strategies.