JFC BFA Webinar and Designation Opportunity
JFC Advisor Network, in collaboration with Think2perform, is excited to present an opportunity for our advisors to earn the Behavioral Financial Advisor designation (BFA™). Join us for a webinar on Tuesday, June 6th on how to “Reinforce the Value of Your Value as an Advisor” while earning one-hour CFP CE. On this webinar we will […]
JFC Chicago Area Dinner
JFC has partnered with Dimensional Fund Advisors (DFA) to host a dinner for advisors in the Chicago area! Meet us at 5:30pm at The Glen Club in Glenview, IL. Please RSVP to ryan@jfcadvisor.com or lisa@jfcadvisor.com.
JFC Next Gen Advisors Meeting
JFC Next Gen Advisor Group is an elite group of next-generation advisors brought together to idea share, educate, give back, encourage, and help develop one another. Please contact Taylor@jfcadvisor.com for questions or interest in joining the group.
JFC New Advisor Branch Compliance Call
JFC invites new advisors to LPL to join an important 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 Anne@jfcadvisor.com for questions. Webex: https://lplfinancial.webex.com/meet/brian.moquin Meeting […]
LPL CWS Event at Topgolf Omaha
Nebraska LPL advisors are invited to join regional LPL recruiter, Ben Marks, for a social gathering around the time of the College World Series. The event will be held on Wednesday, June 21st from 4pm-7pm at Topgolf Omaha. Invite to come from Ben Marks.
LPL & JFC Webinar: 2023 Midyear Update
Please join JFC Advisor Network for a call with LPL Chief Global Strategist, Dr. Quincy Krosby, to discuss the 2023 Midyear Update. There will be an opportunity for Q&A at the conclusion of the call. Join from the meeting link: https://lplfinancial.webex.com/lplfinancial/j.php?MTID=m133c9ba26fc428911be8c171d9b58f50
JFC Dismal River Event
Dismal River Club 83040 Dismal River Trail, Mullen, NE, United States*Invitation Only* Qualifying advisors are invited to join JFC and our product sponsors for golf and relaxation in the Nebraska Sandhills. Contact taylor@jfcadvisor.com for any questions.
LPL FOCUS Conference
San Diego Convention Center 111 W Harbor Dr, San Diego, CA, United StatesLPL’s annual flagship advisor conference is a premier industry event that brings together LPL clients, sponsors, and employees to hear from firm executives and other thought leaders, share best practices, and gain valuable insights. The event also showcases the latest resources, technology, and capabilities to build more value and efficiencies.
JFC Dinner during LPL FOCUS Conference
Roy's Restaurant San Diego Waterfront 333 W Harbor Dr., San Diego, CA, United StatesAdvisors are invited to JFC for dinner during LPL's FOCUS Conference in San Diego! RSVP is required here. Contact taylor@jfcadvisor.com for questions.
JFC and J.P. Morgan MWP Lincoln, NE Lunch
Venue Restaurant & Lounge 4111 Pioneer Woods Drive, Lincoln, NE, United StatesNebraska advisors are invited to a lunch and learn 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 […]
JFC Next Gen Advisors Virtual Meeting
JFC Next Gen Advisor Group Quarterly Meeting. Please contact Taylor@jfcadvisor.com for questions or interest in joining the group.
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 […]