Dedicated, experienced professional financial advisors working with you and for you.

Meet Our Team

Financial advisors with a collaborative process of delivering advice and providing recommendations.

Many larger firms boast individualized attention, but JFS delivers the promise through smaller account loads for financial advisors, allowing them to focus on outstanding client service. In addition to your wealth advisor, you'll have an advisory team composed of a variety of professionals who advocate for your financial and overall success.

Meet Our Team and Find a Financial Advisor