About JSM

Why Firms Choose JSM?

Most Prolific Agency

As of 2026, JSM produces more events and media for financial professionals in DFW than any other organization with 30+ events in the year.

JSM has produced 230+ articles, 200+ videos, and 300+ LinkedIn content pieces and 4 published books on marketing.

Collaboration Framework

The JSM Partner Playbook and my Flywheel systematically moves cold outreach to collaborative relationships—no other agency has a comparable methodology.

Influence

JSM controls access to the most relevant relationships in the region having collaborated with more than 40% of the most notable firms.

What Separates JSM

  • Access to decision-makers
  • Audience of high-caliber professionals
  • Infrastructure for connecting to the right people
  • Differentiated Model that is repeatable

Capital Raising

JSM can help clients through the capital raising process from a marketing aspect. That means not only identifying capital sources but building the marketing tools you need for sophisticated investors. Such as a data room, decks, and content that makes you stand out.

Brands JSM Has Worked With

CF Financial

Frost Bank

Catalyst Corporate FCU

Bell Nunnally

The Vant Group

NOW CFO

Toyota North America

KSG Partners Ltd.

Carr, Riggs, & Ingram CPA

Plug and Play Tech Center

Whitley Penn

EisnerAmper CPA

Hext Financial Group

Pinecrest Capital

UBS/Kravitz Group

Clavis Capital Partners

Axis Technologies

Dallas Business Journal

Davis Insurance Services

VILLA Communications

TechFW

Contractors, Closers, & Connections

Family Office Club

Comerica Bank

BB+T Consulting

Perkins Coie

Hunton, Andrews, Kurth LLP

Valesco Industries

CXO Executive Solutions

Tech Allies-TX CxO Launch Pad

nFusion Capital

The DEC Network

Regions Bank

Armanino CPA

Blank Rome LLP

Uptown Dallas PID

Texas Tech DFW

East Texas A&M University

University of Texas at Dallas

Southern Methodist University

Komodo Dallas

Owenwood Farm and Neighbor Space

Camp Thurman

Nelson Mullins LLP

SouthState Bank

Hillcrest Bank

Texas Association of Business Brokers

National Association of Women Business Owners (NAWBO DFW)

Greenberg Traurig

Third Coast Bank

McGriff Insurance (Marsh McLennan)

Marriott Uptown

Children’s Health

Success North Dallas

Women’s Business Council-Southwest

Insperity

Texas Young Professionals

DFW Latina Society

Association of Latino Professionals for America-Dallas (ALPFA)

Leela’s/Milli Dallas

Hawkeye Capital Partners

Bulkley Capital

TekConcierge