JPJ Financial Consultants are Registered Representatives of and offer securities products and services through INVEST Financial Corporation, member FINRA/SIPC. JPJ Financial is committed to helping you plan for your future with our dedication to teamwork and preparation.
PREPARATION. Unless you invest wisely, changes in inflation, interest rates, and tax laws may reduce your assets. We will address the broader market trends that impact your portfolio and adjust our strategies as the environment requires. At JPJ INVESTMENTS, through the use of modern computerized techniques, we assist you in matching your goals and concerns with investment products that are consistent with your financial goals and objectives.
SUCCESS. A successful financial program is your framework for sound decision making. Our financial evaluation program analyzes your financial data, cash flow, and personal goals and objectives. We'll identify problem areas and present strategies to enhance your tax, income, retirement and estate planning. Continuing consultation is provided to ensure that your investment program is always on track with your short and long-term goals. We also offer a comparison of your current portfolio versus our recommended portfolio.
For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his other state securities law administrator.