JFJ Advisory Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
JFJ Advisory Services is a state-registered investment adviser that offers discretionary investment management alongside a suite of planning services to individuals, families, and retirement plan sponsors. The firm’s brochure describes personalized financial planning, tax and debt consultation, education and business planning, and retirement plan consulting in addition to portfolio management.
The firm works from a client-specific investment policy statement (IPS) and emphasizes long-term buy-and-hold approaches while permitting tactical deployments; investment discretion is used to implement strategies across stocks, bonds, ETFs, mutual funds, options and digital assets. JFJ schedules regular reviews and client meetings, provides ongoing communications, and, when engaged for retirement plan consulting, acknowledges ERISA fiduciary responsibilities and uses platform providers to administer plan services.
Notably, JFJ’s practice differs from many investment-manager peers by explicitly serving individual (including non‑high‑net‑worth) clients as well as plan sponsors, offering both one‑time and ongoing planning engagements alongside AUM-based management. Operationally the firm discloses use of Interactive Brokers (including soft‑dollar benefits), the acceptance of options and digital assets in client portfolios, and reliance on third‑party retirement platforms (Guideline/Benefit Trust Company), which are distinctive features given the firm’s reported, modest level of discretionary assets.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% AUM $500,000.01 - $1,000,000: 0.75% AUM $1,000,000.01 - $2,000,000: 0.50% AUM $2,000,000.01+: 0.20% AUM
Minimum fee: $50 per quarter (waived for clients receiving ongoing financial planning) Fee-only: Initial or one-time planning fee: $750 individual, $1,000 couple; Ongoing financial planning fees: $600 individual, $900 couple plus additional riders for business owner ($600) and equity compensation ($300) per annum
Main office
8556 Morgans Run Dr
Morrow OH 45152-7319
Advisors at this office
1
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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