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JGR Financial Solutions

JGR Financial Solutions. CRD 226585

JGR Financial Solutions logo

CRD: 226585

JGR Financial Solutions

Canton, OH
3303538126
jgrfinancial.com
$78.3M Total AUM
$77.1M Disc. AUM
-- 3Y CAGR
1 Employees
93 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Glacier fusionHarbor wave +more
Established Date
05-22-2015
Office Locations
1

Office Locations

-- Canton OH

About JGR Financial Solutions

JGR Financial Solutions is a fee-only, fiduciary RIA serving Canton/Akron, Ohio, led by CFP professional Justin Rush. The firm focuses on current and future retirees, providing retirement planning, tax-aware investment management, and guidance on estate and risk planning. Portfolios emphasize low-cost index funds with disciplined rebalancing and tax efficiency. Client assets are custodied at Charles Schwab, with regular portfolio updates between meetings.

Team overview

38 AVG AGE
$78.3M AVG AUM / ADVISOR
$842.1K AVG AUM / CLIENT
11.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Optima oak Delta

Client Personas

Wave vertex

Custodian

Beacon Meridian

Investment Themes

Alpha pathway Eagle Vector

Investment Vehicles

Value Quantum ridge

Services

Quantum vertex Optima prime Frontier Legacy pathway Capital atlas Optima bridge Oak

Technology

Pathway Optima atlas Vector atlas Oak element

Owner & Executives

JUSTIN GREGORY RUSH

JUSTIN GREGORY RUSH

Certified Financial Planner, Chief Compliance Officer, FINANCIAL PLANNER, FOUNDER

CRD
#5218974
Ownership
75% or more
(461) 398-5470
zenith.momentum@harborcapital.com
in linkedin.com/in/north-prime

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $77,065,631 --
Non-Discretionary $1,247,641 --
Total $78,313,272 --

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Separately Managed Accounts

Total SMA Asset: $78,313,272

$78.3M Total SMA
Public Funds:
32.1%
Cash:
10.8%
Equity - Exchange:
34.2%
U.S. Government/Agency:
22.9%
Asset class Assets Assets %
Public Funds $819,866,205 32.1%
Cash $275,842,835 10.8%
Equity - Exchange $873,502,311 34.2%
U.S. Government/Agency $584,888,975 22.9%
Total $2,554,100,326 100.0%

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