Jerry D. Murphy

Retirement, Investing, Taxes
“Jerry D. Murphy, CFP has been providing financial advice for over 20 years. He is the President of JDM Financial & Investments.”

JDM Financial & Investments, Inc.

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Jerry D. Murphy, CFP™, founder and principal of JDM Financial & Investments, Inc. enjoys helping others achieve their financial goals and objectives. Mr. Murphy began his career in the financial services industry in 1993 as a Life Insurance Agent. After a few years as a Life Insurance Agent, Mr. Murphy felt compelled to expand his services to include comprehensive financial planning. He then started JDM Financial & Investments, Inc. Mr. Murphy is a board Certified Financial Planner (CFP®)

He is a graduate of both Bowie State University (Bowie, MD) and the College for Financial Planning (Denver, CO). He is a registered investment advisor rep. with the Securities and Exchange Commission (SEC) as well as a registered representative of the Financial Regulatory Industry Authority (FINRA), where he holds a securities license.

Mr. Murphy has been quoted in financial publications such as Financial Advisor Magazine, Investment News, Smart Money,, Thomson Reuters, Investors Business Daily and The Wall Street Journal.


BS, Business Marketing, Bowie State University

CRD Number:


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Does my employer's matching contribution count towards the maximum I can contribute to my 401(k) plan?
68% of people found this answer helpful

In short, the answer to your question is no. The employer's matching contribution does not impact your maximum contribution of $18,000 in 2016 ($24,000 if at least 50 years old).

October 2016
    Social Security, 401(k)
What impact will a withdrawal on my 401(k) have on my Social Security?
47% of people found this answer helpful
October 2016
    Real Estate, Taxes
Am I entitled to a one time capital gain on the sale of a home I've lived in for 50 years?
33% of people found this answer helpful
July 2016
    Social Security, Taxes
Do I still have to pay Social Security tax on my 2015 earnings?
22% of people found this answer helpful
June 2016
    Marriage / Divorce, Taxes
How are QDROs taxed?
18% of people found this answer helpful
October 2016