Dedicated, experienced professionals working with you and for you.

Meet Our Team

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 advisors, allowing them to focus on outstanding client service. In addition to your lead advisor, you'll have an advisory team composed of a variety of professionals who advocate for your financial and overall success.

An Education-Oriented Approach

You’ll find that continuous education plays a substantial role in our daily operations at JFS.  We’re passionate about continuous learning and advanced certifications of all employees, who hold some of the industry’s most distinguished designations.

View Our Credentials

Our Team