Going the Extra Mile to Support Our Advisors

JFC Financial Services’s goal as an OSJ is to do more for its advisors and staff than just fulfill required supervisory and compliance responsibilities. The extras contribute to a strong value-added culture for our firm. What are these extras?

We provide:

  • Training to members of your administrative staff, either at our office or over the phone

  • Assistance with the submission and review of advertising and marketing materials

  • One-on-one customer service

  • Supervisory oversight

  • Due diligence

  • A collaborative group environment

  • Assistance with your strategic plan for growth and expansion

  • A solid infrastructure that contributes to your getting paid quicker by providing extra business review so you have fewer rejections

  • Regular meetings so you can stay up-to-date on the latest products and enhancements

  • More money in your pocket through lowered expenses

  • Several learning opportunities for CE credits throughout the year