A complete list of active advisors currently associated with Jfr Financial Services, Inc.

Warmer can help you find a great advisor at Jfr Financial Services, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Jfr Financial Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.