I provide investment strategies for clients based on their needs and objectives.  My goal is to understand your financial picture.  I will create recommendations through investment strategies with your goals in mind.   Remember it's all about you!

Please see below for a listing of the financial services offered through J. S. Wealth Advisors.  The custodian I have chosen to hold your account is LPL Financial.  Jennifer of J.S. Wealth Advisors offers advice and LPL Financial, whom is a Broker/Dealer, holds the assets and acts as a custodian in this relationship.

Advisory Services:

  • Proactively Managed Portfolios
  • Separately Managed Accounts

Full Service Brokerage Accounts:

  • Stocks / Equities
  • Bonds (Government, Corporate, & Municipal)
  • Mutual Funds
  • Exchange Traded Funds (ETF’s)
  • Master Limited Partnerships (MLP’s)
  • Annuities (Fixed, Indexed, & Variable)
  • Alternative Investments
  • Individual Retirement Accounts (IRA), Roth Individual Retirement Accounts, & Non-Retirement Accounts
  • 401(k) Plans / SIMPLE IRA Retirement Plans / SEP IRA Plans / 403 (b) Plans

Financial Planning:

  • Retirement Planning
  • Estate Planning
  • College Planning
  • Wealth Transfer Planning
  • Social Security Planning

Insurance Planning:

  • Life Insurance
  • Long Term Care Insurance
  • Disability Insurance

 

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