Jfr Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$276,643,936
Total clients
597
19% high-net worth
Total advisors
2
of 11 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
299
Average account size
$463,390
About
JFR Financial Services works primarily with individual and high‑net‑worth clients, offering comprehensive and modular financial planning, ongoing investment management, consultations, educational seminars and a client newsletter; the firm also provides income tax‑preparation services. It manages roughly $277 million on a discretionary basis for about 597 clients and is staffed by two advisors.
The firm’s investment process emphasizes fundamental, long‑term analysis and tailors recommendations to clients’ goals, time horizons and risk tolerances, with both discretionary and non‑discretionary engagement options. Investment management accounts are custodied through Fidelity, monitored continuously with at least quarterly reviews and reporting, and the firm states a policy of selecting the lowest‑expense mutual fund share classes available on the platform while not accepting 12b‑1 fees.
Noteworthy aspects of JFR Financial Services relative to many peers are its high client load per advisor (roughly 300 clients per advisor, which is uncommon) and the routine provision of a complementary client newsletter plus seminars and workshops — services only a small subset of similar firms offer. The firm’s representatives also maintain separate broker‑dealer and insurance registrations and the firm contracts for tax‑preparation expertise, creating multiple implementation avenues beyond the advisory platform.
Client services
Expertise
Fee options
Basic Financial Profile fixed fee of $700; Comprehensive Financial Planning project fee minimum $900
$0 - $300,000: 0.90% annually $300,001 - $900,000: 0.70% annually $900,001 - $3,000,000: 0.50% annually $3,000,001+: 0.30% annually
Hourly rates for financial planning and consultations range from $75 to $500 per hour
Account minimum: $900 minimum fee for comprehensive financial planning services Minimum fee: Minimum fee of $900 for comprehensive financial planning services Fee-only: Financial planning services charged as fixed/project fees and hourly rates; no commissions on advisory accounts
Main office location
Jfr Financial Services, Inc.
3133 Van Horn
Trenton MI 48183, United States
Number of offices
1
Most active in
Florida · Michigan · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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