JFC has partnered with BlackRock and Russell Investments to create tax-aware core model portfolios that will be available to JFC advisors. Join us to discover how incorporating tax-aware models could benefit your clients.

JFC has partnered with BlackRock and Russell Investments to create tax-aware core model portfolios that will be available to JFC advisors. Join us to discover how incorporating tax-aware models could benefit your clients.

This invitation-only event is projected to host approximately 300 full-time investment program executives, program managers, and sales managers. This special conference is specifically designed to help program leaders develop and fine-tune the skills they need to drive their financial institution program’s success. This industry leading conference will feature dynamic mainstage presentations, breakout sessions that deliver […]

*Invitation Only* Advisors achieving Chairman’s Council and Executive Council status in 2022 will receive invitations to LPL’s premier top producer event. The Summit Conference celebrates the success of the most established advisors representing the top 2% of club qualifiers. Summit offer this community of leaders access to peer networking, LPL leadership and the opportunity to […]

JFC has partnered with Dimensional Fund Advisors (DFA) to host a dinner in Seattle for local advisors. RSVP is required to ryan@jfcadvisor.com or lisa@jfcadvisor.com.

*Invitation Only* Advisors achieving Patriot’s and Chairman’s Club status in 2022 will receive invitations to the Masters conference where we will celebrate your outstanding performance. This elite event represents the top 5% of LPL’s clients and is designed to recognize your success, provide inspiration, and uncover valuable insights that you can utilize in your business […]

Join JFC and Advisors Capital Management (ACM) for a webinar on Thursday, April 6th at 12pm PT / 3pm ET. The actions of the Federal Reserve have rippled through the global economy. ACM Chief Investment Officer, Dr. Charles Lieberman, has accurately predicted what they've done so far. This 30 minute webinar will provide his thoughts […]

Please join JFC and BlackRock on Monday, April 10th at 2pm ET / 11am PT for a call discussing the quarterly allocation update to the MWP JFC BlackRock Models. Contact ryan@jfcadvisor.com for questions. WebEx Meeting Link: Join meeting