”
About JFJ Advisory Services LLC
JFJ Advisory Services LLC is a professional financial advisory firm that provides expert financial services to a wide range of clients. With a team of experienced advisors, JFJ Advisory Services LLC aims to help individuals, families and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial planning solutions
- Offers investment management services to grow and protect client’s wealth
- Assists in retirement planning and managing retirement accounts
- Helps with tax planning and optimization strategies
- Provides advice and guidance on insurance products
- Offers estate planning and wealth transfer assistance
Facts and Insights
JFJ Advisory Services LLC has been in business for 10 years, providing top-quality financial services to clients. With a team of 5 experienced advisors, JFJ manages over $200 million in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
| $200 million | 5 | 10 years |
Financial Services Offered
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Insurance products
- Estate planning
Client Types
JFJ Advisory Services LLC serves a diverse group of clients including:
- Individuals
- Families
- Small businesses
- High net worth individuals
Fees & Compensation
JFJ Advisory Services LLC charges a fee based on a percentage of the assets under management. The fee structure is transparent and is fully disclosed to clients at the onset of the engagement. There are no hidden fees or commissions.
Background
JFJ Advisory Services LLC was founded by John F. Jones, a seasoned financial expert with over 20 years of experience in the industry. John is a Certified Financial Planner (CFP) and holds a Master’s degree in Finance from a top university.
Financial Advisor Disclosures to Know
JFJ Advisory Services LLC is registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor. As an SEC registered firm, JFJ is legally required to disclose all potential conflicts of interest to clients.