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 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 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 […]

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.

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

*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’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.

Advisors are invited to JFC for dinner during LPL's FOCUS Conference in San Diego! RSVP is required here. Contact taylor@jfcadvisor.com for questions.

Nebraska 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 Advisor Group Quarterly Meeting. Please contact Taylor@jfcadvisor.com for questions or interest in joining the group.

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 […]

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.