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3201 Dee Street
Shreveport, LA 71105
Phone:
  • 318-222-8999
Fax:
  • 318-222-8212

Portfolio Review

Make an appointment to see what we can do for you, free of charge.

Free Portfolio Review

Our Associates

Get to know us.

Our Associates

JPJ University

Become the smartest investor you know with JPJ University.

JPJ University
 

September 27

5:30-8PM

Red River Brewing Company

1200 Marshall St #500, Shreveport, LA 71101

Food and drinks will be provided

Hosted by JPJ Investments

318-222-8999

Seating will be limited so make your reservation soon!

 

JPJ Investments Financial Consultants are Registered Representatives of Royal Alliance Associates Inc, member FINRA/SIPC.  

TEAMWORK: Investment planning requires teamwork. In order to address your financial needs, we work with you and professional advisors (attorneys, accountants, etc.) to help ensure that a comprehensive, cohesive, and coordinated strategy is followed to help increase the benefits to you.

 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.

REVIEW: 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. Free review

We post new articles on our blog twice a month. Click the link below to read insights from our financial advisors.

Want to learn more on your own? Click the image below to visit JPJ Investment University.

Visit our Learning Center

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.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck