A complete list of active advisors currently associated with JRS Wealth Management LLC

Warmer can help you find a great advisor at JRS Wealth Management LLC or one who fits your needs even better.

JRS Wealth Management provides wealth management, financial planning, and investment-management services to individuals (including high‑net‑worth clients), trusts, estates, corporations, and retirement plans. Like many supported firms, it delivers ongoing portfolio management and typically charges asset‑based advisory fees, and client engagements generally begin with a formal financial planning process. The firm’s investment approach is primarily long‑term and fundamentals‑driven, constructing diversified portfolios that rely on low‑cost mutual funds and ETFs while occasionally using individual stocks, bonds, or cash positions for tactical or tax reasons. Portfolios are implemented through in‑house discretionary management or by selecting unaffiliated independent managers for specialized or tax‑managed mandates, with ongoing oversight and due diligence of those managers. Noteworthy for a small, two‑advisor firm managing roughly $135 million, JRS Wealth is affiliated through common ownership with a licensed insurance agency and discloses that insurance recommendations are implemented separately and generate customary commissions (the principal spends about ten percent of his time on the insurance business), a practice that presents and is managed as a potential conflict of interest. The firm also offers ERISA retirement‑plan advisory services—including acting in 3(38) investment fiduciary roles—and engages in public education via a weekly radio program, activities that are less common among peers of its size.

To learn more about the advisors currently working at JRS Wealth Management 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.