Company History


Long overdue

We started JMS in 2006 after accumulating years of consulting experience with several of the largest accounting firms in the world. At the time we knew there was considerable need for unclaimed property and escheat services, and our goal was to present our unique way of doing things to what we perceived to be an underserved market.

The JMS method – what distinguishes us

From the beginning, JMS has been a firm focused on sensible growth, built on financial strength and a commitment to working together with clients to achieve mutual goals. Our project management style and emphasis on technology resources has created the types of efficiencies often missing from interactions with larger firms. Our client-customized expertise has been a hallmark of our delivery model since inception, as we always strive to help companies simplify operations, reduce costs and increase benefits from what has historically been a cost-center compliance mentality . We handle every client situation as if the issues and challenges presented are within our own company, and we’re constantly finding new ways to better serve our customers and advance our business.

Growing strong

JMS has become a remarkable success story in our industry, having not only survived - but thrived - during the most recent economic downturn. Revenues have grown steadily year over year, increasing more than tenfold since our first full year of operations. Starting out as 2 experts who decided the market was thirsty for an improved way to provide unclaimed property consulting, we now run a firm with the number of people and level of resources on par or exceeding that of our largest competitors, with clients based all over the United States.

Where we go from here

We’re very proud of what we’ve been able to accomplish with the hard work of our associates, the strength and uniqueness of our service offerings, and the confidence of our clients. We expect our growth trend to continue at our current rates of expansion for the foreseeable future. However, no matter how large our firm gets, we’ll never stop delivering the personal touch and customized client satisfaction model that built our business.