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Current Employers
Jfr Financial Services, Inc.

3133 Van Horn, Trenton, MI 48183 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-01-11
TX RA APPROVED 2021-11-10
  • MI RA
    APPROVED
    Since 2024-01-11
  • TX RA
    APPROVED
    Since 2021-11-10

Branch Locations

3133 Van Horn, Trenton, MI 48183 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Trenton MI 09/2009 10/2020
Jfr Financial Services, Inc. Trenton MI 08/1991 Present
Lasalle St Securities Llc Trenton MI 10/2020 Present
Previous Registrations
Other Businesses

(1) 8/27/2010: REAL ESTATE RENTAL - JFR PROPERTIES - THIS IS THE BUILDING WHERE WE WORK. WE HAVE TENANTS RENTING SOME OF THE SUITES. - TIME SPENT 5% - TRENTON, MI. (2) 12/13/2010: REGISTERED INVESTMENT ADVISOR - JFR FINANCIAL SERVICES, INC. - RIA FIRM. FINANCIAL PLANNER UNDER THE RIA AND BILLS FOR ASSETS UNDER MANAGEMENT AND HOURLY RATES - 25% OF TIME SPENT - TRENTON, MI. (3) 12/20/2010: TAX DBA - JFR FINANCIAL SERVICES, INC. - INCOME TAX PREPARATION SERVICES PROVIDED BY THE RIA FIRM JFR FINANCIAL SERVICES, INC. - 10% OF TIME SPENT - TRENTON, MI (4) 01/31/2014 - AUTHOR - COMPLETED MY FIRST BOOK. 'A VIEW FROM THE BACK ROW - WHAT HAPPENED TO OUR CHURCH?' IT HAS NOTHING TO DO WITH FINANCIAL PLANNING. I HIRED A COMPANY TO CREATE AND MANAGE A WEBSITE TO MARKET THE BOOK. TIME SPENT 2% (5) Broken Arrow LLC - 3460 Third St, Trenton MI 48183, LP Owner of Hunting Property, Patner, Non Investment Related (6) Successor Co - Trustee - William & Barbara Rev Trust 2/2018 - Manage charitable giving accounts owned by trust (7) Fixed Insurance - Time spent 3%

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-09-13
  • S63 Uniform Securities Agent State Law Examination
    1984-09-13
Designations

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