We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.
Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.
Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.
Learn more about our amazing team of professionals.
JRS Wealth Management
Jay is the financial advisor and founder of JRS Wealth Management, which is affiliated with Prospera Financial Services, a five-time winner of Investment Advisor Magazine’s Broker-Dealer of the Year Award.
Jay began his career in 2001 with Edward Jones, where he achieved the highest level of business within the organization. He is dedicated to helping individuals, families, estate planning and businesses with investment management and comprehensive financial planning.
Jay believes his clients deserve nothing less than a level of service that defines excellence, which is why he puts cutting-edge investment technology and personalized attention at the forefront of everything he does. Each client’s success is top priority at JRS Wealth Management.
Jay, his wife Ashley, and their two children, reside in Cincinnati, OH. When not at the office, Jay enjoys spending time with his family, reading, playing basketball, golfing and volunteering in his community.
Senior Branch Manager
JRS Wealth Management
Shana has over 15 years of experience working in the financial industry. She upholds the firms vision by striving for perfection and efficiency when managing client requests, account openings, transfers, account maintenance and many other daily operations. Shana is committed to providing the clients of JRS Wealth Management the highest level of service and helping them reach their financial goals.
When away from the office, Shana enjoys spending quality time with her husband, Matt, and their 3 children.
Branch Office Assistant
JRS Wealth Management
Gretchen supports the firm by overseeing a variety of client services and operational needs. She is committed to the firm’s vision of providing the highest level of service to clients of JRS Wealth Management. Gretchen is an Ohio native and attended Youngstown State University. Her professional background in both the finance industry and retail management adds a wealth of knowledge and experience to the firm.
Outside of the office, Gretchen enjoys spending time with her husband, David, and cheering on their daughter on the volleyball court. She is an avid reader and enjoys discussing the writing styles of various authors with other fellow readers.
SVP of Risk Management
Prospera Financial Services
Abel is the Senior Vice President of Risk Management at Prospera Financial Services. As such, he directs the firms risk management and regulatory compliance issues.
Abel graduated from the University of Texas at Austin with a BS in Accounting and currently holds the Series 7, 63, 27 and 87 securities licenses.
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We would love the opportunity to become your trusted advisor.
Securities and advisory services offered through Prospera Financial Services, Inc. Member FINRA/SIPC.
The information contained on this website is for general use, and while we believe all information to be reliable and accurate, it is important to remember individual situations may be entirely different. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us or the purchase or sale of any securities.
Investment Advisor magazine, 2018, 2015, 2014, 2012, 2010, 2009, Division I. A broker-dealer becomes eligible for this honor only after a minimum of 10% of its producing rep-advisors cast valid ballots. The ballots rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns. Broker-dealers receiving the highest marks in each of four divisions are declared Broker-Dealer of the Year.