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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-15-2022
- Office Locations
- 1
Office Locations
About JFJ Advisory Services LLC
JFJ Advisory Services is an independent, fee-only fiduciary RIA providing ongoing financial planning and tailored investment management for everyday investors, including clients with stock-based compensation and early- to mid-career professionals. The firm builds diversified, goal- and risk-aligned portfolios with a strong ETF focus and can also support employer 401(k) plans. Custody is reported with Interactive Brokers.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Jonathan William Ford Jr
Chief Compliance Officer, President, Sr. Director
- CRD
- #7580532
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,611 | -- |
| Non-Discretionary | $0 | -- |
| Total | $75,611 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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