Financial Institutions

Strong Ties with Financial Institutions

In addition to the many JFC advisor and branch relationships with banks and credit unions, the firm has strong ties with financial institution industry organizations.

JFC Financial Services has a close relationship with the Nebraska Bankers Association, the voice of the Nebraska banking industry. The association’s mission is to provide extraordinary service for extraordinary members. Its vision is to be the foremost resource and advocate for Nebraska’s banking industry.

The association constantly monitors the banking scene, watchful for new ideas and approaches to help Nebraska’s financial institutions respond to an ever-changing environment. The NBA strives to respond quickly to events that impact its member institutions. Priorities include legislative representation, education, industry promotion and public relations, cost-saving products and services, and an array of other services designed to meet the needs of Nebraska’s banks and savings and loan institutions.

Nebraska Bankers Association and LPL Financial are separate entities.

Partnership Programs

Turnkey solution to grow your client base and acquire new assets.

For program managers in banks and credit unions, and advisors affiliated with those financial institutions, JFC Advisor Network can provide a turnkey solution to grow your client base and acquire new assets. If banking is your specialty, it makes sense to partner with a firm whose specialty is comprehensive financial services. The capital required to develop these services internally is extensive, and the ongoing supervision, marketing, and technology investments that must be made require dedicated resources. Doesn’t it make sense to outsource this function to a trusted partner with a turnkey solution? JFC Advisor Network, in conjunction with LPL Financial, has created a customizable turnkey solution for financial institutions to offer their customers comprehensive financial services. JFC has relationships with banks and credit unions (and the advisors located in these institutions). Our goal is to help financial institutions generate additional revenue by attracting new assets, competitor-proofing current customers, and acquiring new customers by expanding their value proposition without disrupting existing business.

Experts At Supporting Financial Institutions

JFC Advisor Network offers a comprehensive set of programs, processes and resources, in partnership with the largest independent broker/dealer LPL Financial.

For advisors who are currently working with a bank or credit union, or those who want to partner with a financial institution, JFC Advisor Network offers a comprehensive set of programs, processes and resources, in partnership with the largest independent broker/dealer LPL Financial.

If you have not yet looked over our Financial Institutions page of this website, be sure to take a few moments to learn more about what JFC offers.

Whether a program manager at a financial institution, an advisor currently partnering with a bank or credit union, or an advisor interested in working with a local financial institution, call Jack Connealy at (402) 483-2555 to confidentially discuss how JFC can help you.

*As reported in Financial Planning magazine June 1996-2020, based on total revenues

Turnkey Solution

Our Turnkey Bank and Credit Union Solution Offers Time-Tested, Effective Resources

Our turnkey solution includes a wide array of resources specifically designed to meet the needs of credit unions and banks. These resources include:

Local Support

We recruit and mentor experienced professional financial advisors to work in your institution as employees or as independent advisors.

Local Support

Customized Marketing

We help you create and implement a comprehensive marketing program using time-tested tools such as statement stuffers, signage, brochures, educational workshops, customer appreciation events and lobby day events.

Customized Marketing

Ongoing Education

We offer opportunities for advisors to learn about specific and general product knowledge, advanced planning and investment strategies, industry regulations and compliance.

Ongoing Education

we support you through your regular audits

All investment and advisory business is conducted under Home Office Supervision. Regular audits and site visits are conducted to ensure full compliance with all securities industry regulatory requirements. In addition, we strictly adhere to additional requirements for financial services located in banks and credit unions.

we support you through your regular audits

Integrated Technology

Advisors located in banks and credit unions have access to a fully integrated suite of web-based technology to help them easily manage the daily workflow and servicing of clients. This leading-edge technology provides:

Real-time, online access to all accounts and documents
Integration of client data for reporting, financial planning,trading, etc.
The ability to submit paperwork digitally via scanning or faxing
Pre-population of forms
Online tracking of business submission and issue resolution
Document archiving and storage

Integrated Technology

Product Offerings

A full menu of products and services are available to assist your customers with their financial goals. Careful analysis of a customer’s situation will reveal opportunities to utilize your bank’s or credit union’s products as well as securities and insurance products designed for their goals and bring in more assets.

A strategic relationship with JFC Advisor Network and LPL Financial can help you successfully introduce or expand the products and services available to your customers. The combination of resources, programs and services available through LPL Financial and the local support, leadership and expertise of JFC Advisor Network is a powerful formula for a successful financial institutions program.

Product Offerings

JFC’s friendly staff, broad and deep resources, and seasoned experience at supporting advisors can help you run an efficient, productive and enjoyable practice. Call us today to confidentially discuss how JFC can help you reach a new level of success.