Why Affiliate with JFC Financial Network?
We support you, your business and your independence!
JFC Advisor Network is a consortium of financial advisors united by their goal of serving their clients, growing their practice and maintaining full independence and ownership of both.
JFC provides the service and culture of a small family firm while leveraging the scale and resources of the nation’s largest independent broker-dealer, LPL Financial*. By operating under LPL’s corporate RIA and home office supervision, we are able to offer a competitive payout structure while devoting our time and energy to supporting our advisors throughout transition and in daily operations.
*As reported by Financial Planning magazine, June 1996-2020, based on total revenue
JFC Advisor Network provides:
Growth and change are essential to success, but going it alone can create stress and prevent you from realizing your potential.
When you affiliate with JFC Advisor Network, you have the support of an experienced team of transition specialists who will guide you every step of the way. We offer assistance starting from the moment you begin planning your move; our team can help you map out your transition plan, prepare paperwork, provide training for you and your staff, and will provide ongoing support post-transition.
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With 30 years of experience supporting financial advisors, we’ve seen it all.
With 30 years of experience supporting financial advisors, we’ve seen it all.
Our dedicated team is your first call whenever you have an operational question or task and our friendly staff will work with you to promptly resolve any issue.
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Curious about how to build brand awareness? Interested in leveraging social media to promote your business?
Marketing can help you educate and engage clients and create new opportunities, and our specialists are here to help.
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Succession Planning
In addition to providing guidance on the day-to-day operations of growing your practice, JFC Advisor Network offers guidance on the long-term issue of succession planning. If you’re thinking about retiring in a few years you are likely asking yourself, “Who can I trust to take care of my clients and provide me with a fair price for my book?” The JFC team can help you develop contingency plans for retirement or life’s unexpected events.
Call JFC Advisor Network today for a confidential conversation about how we can help you grow your business and preserve independence.
Note: Payout structures and compensation are provided through the broker/dealer.