A complete list of active advisors currently associated with JI Financial Services, LLC

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

JI Financial Services, LLC provides investment advisory and financial planning services to individuals, high‑net‑worth individuals, charitable organizations and business entities. The firm offers ongoing portfolio management (including through third‑party platforms such as Orion Portfolio Solutions and AssetMark) and standalone financial planning engagements. Investment strategies are tailored to each client's goals, time horizon and risk tolerance and rely in part on fundamental analysis with both long‑ and short‑term approaches; clients may engage the firm on discretionary or non‑discretionary terms, and JIFS obtains client approval for each trade when operating non‑discretionarily. Accounts are reviewed at least quarterly for allocation, rebalancing and tax‑loss harvesting opportunities, and the firm documents client objectives and any imposed investment restrictions. Notably, JI Financial Services reports all of its managed assets as non‑discretionary ($1,200,000 non‑discretionary and $0 discretionary), an uncommon arrangement among independent solo advisors. The firm operates with a small client base and modest AUM and discloses that the principal maintains an independent insurance practice (approximately 10% of his time) and passive real‑estate/mineral interests — outside activities the firm identifies and addresses in its disclosures and policies.

To learn more about the advisors currently working at JI Financial Services, LLC, 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.