Jfr Financial Services, Inc.

Jfr Financial Services, Inc. (CRD# 124456) is a financial advisory firm headquartered in Trenton, MI. They manage $135,606,044 in 344 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    136
    MILLION
  • Total Number of Accounts
    344
    ACCOUNTS
  • Average Account Value
    $394,204
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Jfr Financial Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
John F. Robbins
CRD#: 1109861
3133 Van Horn, Trenton, MI 48183
96
Wealthminder
score

John Robbins (CRD# 1109861) is an Investment Advisor Representative working at Jfr Financial Services, Inc. in Trenton, MI and has over 32 years of experience in the finance industry. John Robbins 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.

2
Craig R. Sawicki
CRD#: 2520649
3133 Van Horn, Trenton, MI 48183
83
Wealthminder
score

Craig Sawicki (CRD# 2520649) is an Investment Advisor Representative working at Jfr Financial Services, Inc. in Trenton, MI and has over 22 years of experience in the finance industry.

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