JPJ Qualifications
All three professional advisors—Beau Williams, CFP®, Rob Harper, CFP®, and Hunter Greene, CFP®—have the following professional designations and qualifications, respectively:
FINANCIAL SERVICES
You are advised by Certified Financial Planner ™, CFP ® - a professional certification which subscribes to the code of ethics and standards of practice through the International Board of Certified Financial Planners.
SECURITIES AND INVESTMENT SERVICES
LPL Financial member FINRA, SIPC, and its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with JPJ Investments. LPL Financial does not offer legal or tax advice. JPJ has access to nationally recognized Money managers, Asset Allocation Services, and no-load Mutual Funds.
JPJ INVESTMENTS represents clients across the community and throughout multiple states. Our customized product selection through independent research and our professional designations are our pledge to you of the highest ethical standards and dedication to excellence.
The account executives of JPJ INVESTMENTS are registered representatives of LPL Financial, member FINRA / SIPC.