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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Peak
- Established Date
- 10-29-2010
- Office Locations
- 1
Office Locations
About JFR Financial Services, Inc.
JFR Financial Services, Inc. is a Trenton, MI advisory firm serving individuals, churches, and businesses with retirement, estate, and tax planning/preparation. The firm offers hourly advice for self-directed investors and discretionary portfolio management, building risk-tolerance-based portfolios and monitoring them daily to react to market shifts. Custody is reported with Fidelity/NFS; president John F. Robbins is a Five Star Professional 14-year winner.
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Investment Themes
Investment Vehicles
Platform
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Owner & Executives
JOHN FORESTER ROBBINS
Chief Compliance Officer, President
- CRD
- #1109861
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CRAIG ROBERT SAWICKI
Registered Representative
- CRD
- #2520649
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $276,643,936 | $360,683 |
| Non-Discretionary | $0 | -- |
| Total | $276,643,936 | $360,683 |
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Separately Managed Accounts
Total SMA Asset: $276,643,936
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,055,660,557 | 38.1% |
| Cash | $1,348,858,633 | 25.0% |
| Equity - Exchange | $1,990,915,343 | 36.9% |
| Total | $5,395,434,533 | 100.0% |