A complete list of active advisors currently associated with JGR Financial Solutions

Warmer can help you find a great advisor at JGR Financial Solutions or one who fits your needs even better.

JGR Financial Solutions is a state-registered, single-advisor registered investment adviser that provides portfolio management and comprehensive financial planning to individuals and high-net-worth clients. As of December 31, 2025 the firm reported about $78.3 million in assets under management across roughly 93 client relationships, with approximately $77.1 million managed on a discretionary basis. The firm builds individually tailored portfolios using fundamental company analysis alongside cyclical (technical) analysis and sets asset-allocation targets based on each client’s goals, risk tolerance, time horizon and tax considerations. Accounts are typically managed on a discretionary basis with quarterly reviews, continuous access to a planner, and the option for the adviser to coordinate with clients’ attorneys or tax professionals during plan implementation. Compared with many solo advisers, JGR manages a relatively large asset base for its size and emphasizes individual trade execution rather than block or aggregated trading. The brochure also discloses that the firm does not accept third‑party compensation or soft‑dollar benefits, has no related parties, and leaves proxy voting to clients, while recommending (but not requiring) a custodial relationship with Charles Schwab.

To learn more about the advisors currently working at JGR Financial Solutions, 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.