For Advisors

JOIN JFG: YOUR GO-TO TEAM FOR SUCCESSION

Whether you are ready to retire or interested in implementing a succession plan, consider joining our team. By joining JFG, you will be implementing a succession plan and creating a legacy for yourself and your beneficiaries. This can be in the form of a traditional advisor-to-advisor business transition agreement or a death & disability agreement.

WHAT WE CAN OFFER: THE RULE OF C'S:

Clarity, Consistency, and Confidence for the advisor by joining an established team:

  • Technologically proficient team
  • Efficient client service model
  • In-house expertise – CFP® designed financial plans and CFA® curated portfolios
  • Opportunity for group benefits including health insurance, 401k with Safe Harbor matching and potential profit sharing
  • Other incentives such as inclusion in special events and outings


Continuity for Clients:

  • Multifaceted approach to client relationship management
  • Comprehensive financial planning / investment planning strategy for clients
  • Technological aptitude and modern client interface
  • Optimization of current situation

OUR GOAL IS FOR ALL PARTIES INVOLVED TO BENEFIT BY WORKING TOGETHER

WIN for your clients

WIN for you and your respective staff

WIN for us and our respective staff

BY THE NUMBERS 

OUR BROKER DEALER: LPL FINANCIAL 

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets they serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. They are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, LPL takes care of their advisors, so they can take care of their clients.

For more information about LPL Financial, visit www.lpl.com.

Learn more

WAYS TO WORK TOGETHER

Option 1

Option 1

• Full-time or part-time depending on your preference
• Join as a traditional team member – W2 Salary
• Employed advisors have access to group benefits including;
Health Insurance, 401k, Disability Insurance, etc.
• Maintain office space for you depending on location and client
needs
• Option to retain your support staff

Option 2

Option 2

• Full-time or part-time depending on your preference
• Join as an independent contractor – 1099
• Option to retain support staff (they may qualify for benefits)
• Maintain office space for you depending on location and client
needs

COMPETITIVE BUY OUTS AND FLEXIBLE PAYMENT OPTIONS AVAILABLE! CONTACT CRAIG JOHLFS:

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