Jfl Financial Services, LLC
Jfl Financial Services, LLC (CRD# 128538) is a financial advisory firm headquartered in Newburyport, MA. They manage $5,300,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts2ACCOUNTS
Average Account Value$2,650,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
John Leary (CRD# 3122786) is an Investment Advisor Representative working at Jfl Financial Services, LLC in Newburyport, MA and has over 18 years of experience in the finance industry. John Leary has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.