JFR FINANCIAL SERVICES, INC.

Overview

JFR Financial Services, Inc. is an independent registered investment adviser, SEC-registered since 2015 and owned by an individual. The firm focuses on serving individuals, families and small businesses with a mix of financial planning and portfolio management. Its advisory offering includes fee-based relationships billed as a percentage of AUM, hourly engagements and fixed-fee projects, and the firm also publishes newsletters or periodicals as part of its client communications and thought leadership. Investment activity is centered on public pooled vehicles — primarily mutual funds — supplemented by selective allocations to third-party alternative managers. JFR Financial Services, Inc. operates as a discretionary manager across its client base and does not position itself as a capital allocator running proprietary alternative strategies. The firm is not an active ESG investor and it maintains a single-state registration profile rather than a multi-state adviser setup.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices