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JFC 2023 Compliance Requirements Call with LPL Home Office Supervision

With the deadline to complete your 2023 annual compliance requirements fast approaching, please join us for a call with our JFC dedicated Home Office Supervision team on Wednesday, October 4th at 11:00 CST to learn more about these requirements and how to keep your office in compliance. This call will also feature Nancy Weatherup, the […]

JFC New Advisor Compliance Call

New advisors to LPL are invited to join a call with JFC's Home Office Supervision Team to learn how to work through compliance and supervision alerts, where to maintain branch files, and other key things to know as you join the firm. Contact Anne@jfcadvisor.com or Taylor@jfcadvisor.com for questions.

JFC and J.P. Morgan MWP Fort Worth Dinner

Lonesome Dove Fort Worth 2406 N Main St, Fort Worth, TX, United States

Texas advisors are invited to a dinner discussing the launch of the partnership between JFC Advisor Network and J.P. Morgan Asset Management hosted by Dan Holtkamp, Executive Director with J.P. Morgan Asset Management. Using the most recent edition of J.P. Morgan Asset Management’s Guide to the Markets, we will share thoughts on the current economic […]

JFC Canton, OH Area Meetup

Pro Football Hall of Fame 2121 George Halas Dr. NW, Canton, OH, United States

JFC has partnered with BlackRock to host an event in Canton, OH at the Pro Football Hall of Fame! Join us from noon to 4pm on Thursday, November 30th for a tour of the facility while networking with JFC and fellow advisors. RSVP to Ryan@jfcadvisor.com or Lisa@jfcadvisor.com

JFC New Advisor Branch Compliance Call

JFC invites new advisors to LPL to join an important WebEx call with our Home Office Supervisors to help understand branch file requirements and LPL’s Compliance Tool. This is an opportunity to learn how to keep your branch files in ClientWorks and work through compliance and supervision alerts. Please contact Taylor@jfcadvisor.com for more info.

JFC and Clark Capital Denver Christmas Party

Punch Bowl Social 65 Broadway, Denver, CO, United States

Advisors in the Denver, CO area are invited to meet up with JFC and Mark Manos of Clark Capital for a year-end celebration at Punch Bowl Social. Please RSVP to ryan@jfcadvisor.com.

JFC Chicago Area Super CE

The Glen Club 2901 West Lake Avenue, Glenview, TX, United States

Chicago area advisors are invited to join JFC and our partners at Allianz for an Insurance Super CE meeting. This is an opportunity to earn multiple hours of Insurance CE credit in a crash course setting. Please contact taylor@jfcadvisor.com, lisa@jfcadvisor.com or ryan@jfcadvisor.com for more details.

JFC Dallas-Fort Worth Area Super CE

Calabrese Southlake 1281 E State Hwy 114, Southlake, TX, United States

Texas advisors are invited to join JFC and our partners at Allianz for an Insurance Super CE meeting. This is an opportunity to earn multiple hours of Insurance CE credit in a crash course setting. Please contact taylor@jfcadvisor.com, lisa@jfcadvisor.com or ryan@jfcadvisor.com for more details.

JFC Detroit Area Super CE

Cantoro 15550 N Haggerty Rd, Plymouth, MI, United States

Michigan advisors are invited to join JFC and our partners at Allianz for an Insurance Super CE meeting. This is an opportunity to earn multiple hours of Insurance CE credit in a crash course setting. Please contact taylor@jfcadvisor.com, lisa@jfcadvisor.com or ryan@jfcadvisor.com for more details.

JFC Portland/Vancouver Advisor Meetup

Advisors in the Portland, OR and Vancouver, WA areas are invited to gather to network with JFC and fellow advisors. More details to come! Please contact Liz@jfcadvisor.com for questions.

JFC Seattle Advisor Meetup

Advisors in the Seattle, WA area are invited to gather to network with JFC and fellow advisors. More details to come! Please contact Liz@jfcadvisor.com for questions.

JFC Admin Education Workshop

Omaha Marriott Downtown at the Capitol District 222 N 10th St, Omaha, NE, United States

JFC is excited to host a workshop for all licensed and non-licensed support staff in Omaha, NE. This will be a great opportunity for admin professionals to network, idea share, and meet the JFC team! Please save the date for Thursday, April 25th with more details to come this spring!