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JGR Financial Solutions

Updated today

Client assets under management

$78,313,272

Clients

93

24% high-net worth

Advisors

1

of 1 employees

Firm type

Independent

1 advisor

Clients per advisor

93

Very High

Average account size

$842,078

About

JGR Financial Solutions is a state-registered investment adviser that serves individuals and high‑net-worth clients with tailored investment management and comprehensive financial planning. The firm provides continuous portfolio management guided by client-specific goals and asset allocation targets, and offers written financial plans addressing retirement, taxes, insurance, and estate/legacy concerns, with the option to participate in meetings with clients’ attorneys or tax professionals.

The adviser develops individualized plans by gathering each client’s objectives, time horizon, risk tolerance and liquidity needs and applies fundamental and cyclical analysis across equities, fixed income, ETFs and smaller-cap securities. The brochure notes that the firm manages the large majority of assets on a discretionary basis and executes trades on an individual-account basis rather than using block trading, a practice the firm ties to its tailored, longer-term focus but that can affect execution efficiencies and turnover.

Distinctive operational details disclosed in the brochure include a principal with CFP certification, no related-party affiliations or third‑party compensation arrangements, and an explicit absence of soft‑dollar benefits or performance‑based fees. The firm also leaves proxy voting to clients, recommends Charles Schwab as custodian while allowing client choice, and discloses potential conflicts related to IRA rollovers, all of which reflect a conflict‑conscious and transparent operating model compared with many peers.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Retirement income strategy General estate planning guidance Life insurance needs analysis General tax planning

Fee options

Fixed

Financial planning may include a one-time engagement fee and/or ongoing quarterly fee; specific amounts are negotiated and outlined in the Advisory Agreement.

Percentage

$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.60% $3,000,001+: 0.40%

Main office location

JGR Financial Solutions

Canton OH, United States

Number of offices

1

Most active in

Ohio

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Justin R

CFP®

Canton, OH

JGR Financial Solutions

At JGR Financial Solutions, we know you need confidence that your financial game plan will carry you both to and through retirement. At this stage in your career, questions begin to pop up: Have we saved enough? Is our financial plan solid? Is my portfolio performing the way it needs to? Am I on track to live the life after retirement that I’ve dreamt of? It’s natural to feel a bit uneasy since every money move you consider at this stage can be costly. You deserve to have complete confidence that your financial plan will hold steady through your golden years. We understand everybody has a different definition of what financial success looks like and you’re trying your best to avoid the unknowns and making mistakes. You’ve worked hard and you deserve to spend your time how you want—both now and in the future. As a CERTIFIED FINANCIAL PLANNER practitioner and independent fiduciary who has helped hundreds of clients build a comprehensive retirement roadmap, we’ve seen firsthand that there are many things you can DIY, but making a plan for your money and retirement is not one of them. Ready to ensure your money is set up to actively create the life you want? Step 1: Discover During your discovery call, we'll unpack your goals, answer your questions, and map out a few helpful next steps. Step 2: Design We'll work one-on-one to turn those goals into a comprehensive retirement roadmap that will give you confidence and guide your retirement planning and financial decisions. Step 3: Deliver With your retirement roadmap in place, we'll implement everything and schedule routine check-ins to ensure your portfolio and plan stay on track. Schedule your discovery call today!

Wealth management General retirement planning Widow/Widower Baby Boomers (Born 1946-1964)
Warmer team member

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Call (201) 292-4557

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