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JFR Financial Services, Inc.

JFR Financial Services, Inc.. CRD 124456

JFR Financial Services, Inc. logo

CRD: 124456

JFR Financial Services, Inc.

Trenton, MI, 48183
7346921421
$276.6M Total AUM
$276.6M Disc. AUM
10.6% 3Y CAGR
11 Employees
626 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail
Platforms
Peak
Established Date
10-29-2010
Office Locations
1

Office Locations

3133 VAN Horn Trenton MI

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.

Team overview

-- AVG AGE
$138.3M AVG AUM / ADVISOR
$441.9K AVG AUM / CLIENT
15.6 yrs AVG TENURE
11 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age

Insights

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Asset Classes

North horizon Eagle eagle Oak oak

Client Personas

Glacier eagle Prime

Custodian

Insight harbor Optima prime Eagle meridian Focus summit North Catalyst Focus Unison eagle

Investment Themes

Unison delta Summit momentum Insight prime

Investment Vehicles

Pioneer insight

Platform

Prime vector

Services

Vital Quantum Crest summit Glacier Bridge value Focus Quantum ember Value Prime Crest Peak

Technology

North ember

Owner & Executives

JOHN FORESTER ROBBINS

JOHN FORESTER ROBBINS

Chief Compliance Officer, President

CRD
#1109861
Ownership
75% or more
(768) 670-7813
radial.vital@beaconcapital.com
in linkedin.com/in/quantum-ember

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Contacts

C

CRAIG ROBERT SAWICKI

Registered Representative

CRD
#2520649
(702) 345-8661
quantum.zenith@bridgecapital.com
in linkedin.com/in/radial-radial

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
01-21-2022
01-18-2023
09-19-2024
01-02-2025
02-09-2026
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

$276.6M Total SMA
Public Funds:
38.1%
Cash:
25.0%
Equity - Exchange:
36.9%
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%

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