JFC Financial Services
Finance · Nebraska, United States · 11-50 Employees
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Overview
Headquarters
9060 Andermatt Dr Ste 101, Lincoln, Nebr...Phone Number
(800) 262-9538Website
www.jfcfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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Apr
May
ZI Rank
1
1
1
1
1
1
About JFC Financial Services
JFC Financial Services offers comprehensive wealth management services tailored for individuals at every stage of their financial journey. Their mission is to enhance clients' lives by creating sound financial strategies, focusing on retirement planning, college planning, and business planning. The firm emphasizes a holistic approach to wealth management, addressing unique challenges and long-term goals. With a team of experienced professionals, JFC Financial Services aims to instill confidence in clients regarding their financial futures.Explore more
JFC Financial Services Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
JFC Financial Services
<$5M
11-50
Private
<$5M
-
DG
Debra GreitensOffice Manager and Administrative Assistant
Company Profile Activity
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JFC Financial Services financials insights
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2020
Debt
$150K
JFC Financial Services Tech Stack
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JFC Financial Services News & Media
LPL Financial, JFC Advisor Network Welcome First Legacy Wealth Management
CHARLOTTE, N.C., Sept. 29, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that the team at First Legacy Wealth Management has joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms, aligned with large enterprise JFC Advisor Network. The team reported serving over $400 million in advisory, brokerage and retirement assets*. They join LPL from Avantax Investment Services, part of Blucora.LPL Financial, JFC Advisor Network Welcome Sandstone Wealth Management
CHARLOTTE, N.C., Sept. 16, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) today announced that Sandstone Wealth Management, the investment program located at Heartland Bank, has joined LPL’s Institution Services platform, aligned with JFC Advisor Network (JFC), a large enterprise that supports LPL-affiliated advisors. Sandstone Wealth Management’s financial professionals reported previously having served approximately $300 million in brokerage, advisory and retirement plan assets*. TheLPL Financial and JFC Financial Services Welcome Fogarty Wealth Management
CHARLOTTE, N.C., June 22, 2020 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, today announced that Fogarty Wealth Management has joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms and aligned with JFC Financial Services, a large enterprise that recently joined LPL. The Fogarty team reported having served approximately $125 million in brokerage and advisory assets*. They joinLPL Financial Welcomes Nicklas Financial
CHARLOTTE, N.C., June 02, 2020 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, today announced that Nicklas Financial has joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms, aligning with JFC Financial Services, an enterprise firm that recently joined LPL, providing resources and support to advisors leveraging LPL’s platform. Nicklas Financial reported its advisors served appr
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JFC Financial Services offers comprehensive wealth management services tailored for individuals at every stage of their financial journey. Their mission is to enhance clients' lives by creating sound financial strategies, focusing on retirement planning, college planning, and business planning. The firm emphasizes a holistic approach to wealth mana... Read More
