Jfr Financial Services, Inc. logo

Jfr Financial Services, Inc.

Updated today

Client assets under management

$276,643,936

Clients

597

19% high-net-worth

Advisors

2

of 11 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

299

Very High

Average account size

$463,390

About

JFR Financial Services works primarily with individual and high‑net‑worth clients, offering comprehensive and modular financial planning, ongoing investment management, consultations, educational seminars and a client newsletter; the firm also provides income tax‑preparation services. It manages roughly $277 million on a discretionary basis for about 597 clients and is staffed by two advisors.

The firm’s investment process emphasizes fundamental, long‑term analysis and tailors recommendations to clients’ goals, time horizons and risk tolerances, with both discretionary and non‑discretionary engagement options. Investment management accounts are custodied through Fidelity, monitored continuously with at least quarterly reviews and reporting, and the firm states a policy of selecting the lowest‑expense mutual fund share classes available on the platform while not accepting 12b‑1 fees.

Noteworthy aspects of JFR Financial Services relative to many peers are its high client load per advisor (roughly 300 clients per advisor, which is uncommon) and the routine provision of a complementary client newsletter plus seminars and workshops — services only a small subset of similar firms offer. The firm’s representatives also maintain separate broker‑dealer and insurance registrations and the firm contracts for tax‑preparation expertise, creating multiple implementation avenues beyond the advisory platform.

Client services

Financial planning Portfolio management Newsletters or periodicals
Consultation, educational workshops and seminars

Expertise

General retirement planning General tax planning College savings (529s, UTMA, etc.) Options & derivatives strategies

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Fee options

Fixed

Basic Financial Profile fixed fee of $700; Comprehensive Financial Planning project fee minimum $900

Percentage

$0 - $300,000: 0.90% annually $300,001 - $900,000: 0.70% annually $900,001 - $3,000,000: 0.50% annually $3,000,001+: 0.30% annually

Project-based

Hourly rates for financial planning and consultations range from $75 to $500 per hour

Other

Account minimum: $900 minimum fee for comprehensive financial planning services Minimum fee: Minimum fee of $900 for comprehensive financial planning services Fee-only: Financial planning services charged as fixed/project fees and hourly rates; no commissions on advisory accounts

Main office location

Jfr Financial Services, Inc.

3133 Van Horn

Trenton MI 48183, United States

Number of offices

1

Most active in

Florida · Michigan · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

John R

CFP®, Series 63

Trenton, MI

Jfr Financial Services, Inc.

John Robbins is a CFP® with 39 years of industry experience, currently serving at Jfr Financial Services, Inc. in Trenton, MI, where he has worked for 35 years. He has also held positions at LaSalle St Securities LLC and Lpl Financial LLC. Outside of financial advising, he authored a book titled *A View from the Back Row – What Happened to Our Church?* and serves as trustee managing charitable giving accounts. JFR Financial Services primarily serves individual and high-net-worth clients, offering comprehensive financial planning, investment management, consultations, educational seminars, and income tax-preparation services. The firm manages approximately $277 million on a discretionary basis and emphasizes fundamental, long-term investment analysis tailored to clients’ goals and risk tolerances.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar

Craig S

Series 63, Series 66

Trenton, MI

Jfr Financial Services, Inc.

Craig Sawicki is a financial advisor at Jfr Financial Services, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LaSalle St Securities and LPL Financial prior to his current firm. In addition to advisory services, he is involved in income tax preparation through Jfr Financial Services. Jfr Financial Services primarily serves individual and high-net-worth clients, offering modular financial planning, investment management, educational seminars, and a client newsletter. The firm manages approximately $277 million on a discretionary basis and emphasizes fundamental, long-term analysis tailored to clients’ goals and risk tolerances.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Options & derivatives strategies
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