Featured In
— Professional Planning
Financial Planning for Everyday Investors
At JFJ Advisory Services we believe that the future can start today. Ensuring your finances, investment strategy and future goals align with each other is our top priority.
We offer ongoing financial planning so we are with you every step of your journey. Setting savings goals, planning for retirement, starting a family or a business, we have solutions for many of your financial worries.
Whether you are a professional early in your career wanting to grow your wealth or you have earned your financial freedom and wish to prioritize preservation, we can work with you to build your vision of the future.
— Fee-Only Fiduciary
We Do Better, When You Do Better
As an independently owned, fee-only, fiduciary everything we do is with the clients’ best interest in mind. We never sell commission products. Which means we only get paid by our clients.
We strive to be a reliable resource for our clients as they work to pursue their dreams.
— Personal Expertise
Professional, Tailored Solutions
We offer investment management services alongside financial planning. We tailor your portfolio to your specific needs. We use a variety of investment strategies and products to create a portfolio that is diversified and designed to meet your financial goals.
Through our initial onboarding process we learn about you goals, time horizon and risk tolerance. All of these factors go into crafting your investment portfolio.
In addition to investment management and planning we can offer 401(k) plans for your employees.
Schedule a complimentary initial Consultation
When you schedule a free consultation with us, you begin the process of building your future. We take the time to understand your unique situation, goals, and concerns, and develop a customized plan for you.
Click below to schedule your free consultation and start building your vision of the future today.
President & Founder
Jonathan Ford Jr.
President, Chief Compliance Officer and Investment Advisor Representative
With a background in mathematics and education, working both in a classroom setting and as a private tutor, I always knew two things about myself; I had a strong number sense and a strong desire to help others. I founded JFJ Advisory Services as a continuation of my mission to help people.
Working in education I discovered a new appreciation for my previous teachers, having dedicated themselves to sharing their gifts with the world. I also learned to appreciate everyone’s unique strengths and weaknesses. While I excelled in mathematics, I also struggled with literature and the arts. Many of my students could write or draw beautifully but had trouble with division.
Today I want to share my strengths to help others achieve their long term visions. Whether that be comfortable retirement or paying for a child’s education expenses.