A complete list of active advisors currently associated with JW Financial Advisors, LLC

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

The firm provides discretionary and non-discretionary investment management and financial planning primarily to individual clients, managing roughly $13.7 million across about two dozen client relationships. It offers ongoing portfolio management and standalone planning or consulting engagements and does not require a minimum account size. Investment advice is tailored to each client’s stated objectives and documented in an investment policy or risk-tolerance statement, with account reviews performed at least quarterly. The firm uses a mix of fundamental, technical and cyclical analysis and may implement a range of strategies from long-term buy-and-hold to trading and option writing, including covered and uncovered option strategies. Noteworthy features include a long-tenured, CFP‑certified principal with decades of industry experience who also maintains active insurance licensure and devotes a portion of time to offering insurance products — a relationship disclosed as a potential conflict of interest. The brochure also discloses that the firm does not vote client proxies (clients receive and vote their own proxies) and that it manages a relatively small client roster, which may result in more concentrated advisor attention compared with larger peers.

To learn more about the advisors currently working at JW Financial Advisors, 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.