JMS Advisory Group

JMS proudly provides delivery of unclaimed property consulting services through a channel of seasoned unclaimed property professionals, with diverse professional backgrounds. We have attorneys, CPAs and statisticians as part of our firm's professional network. We specialize exclusively in the area of unclaimed property, with a combined 50+ years of experience to draw upon. With this type of professional diversity, not only can we provide insight into the various unclaimed property compliance issues that could impact your organization, but also how those issues affect your other business processes and objectives.

Our Vision

To be the provider of choice for all matters of unclaimed property, and develop a clientele that appreciates and embraces our core values.

Our Mission

To help our clients mitigate risk and capitalize on opportunities resulting from accurate and properly managed unclaimed property compliance.

Core Values
•Straightforward – we are honest and direct in our interactions with you
•Pragmatic – our solutions are tailored to your situation; we strive to find the right balance for your budget and particular consulting needs
•Adaptable – we don’t believe in problems, only solutions waiting to happen; we put our creativity and undeterable passion to work for you while achieving the highest degree of accuracy possible
•Determined – we align our consultation with your interests, and will zealously defend those interests as if they were our own
•Responsive – we believe in constant communication with our clients to ensure that we are delivering on our promises to your satisfaction