5770 Gateway Boulevard Suite 101 Mason, OH 45040

jay@jrswealthmgt.com

Home
About
Services
Resources
Tools
Connect
- Contact
- Make an Introduction
Client/Statement Login
eMoney/Planning Login

Make an Introduction

Make an Introduction

Tell us about your friend or family member

Name

Email

Address

Phone

Question

Thank you!

Oops!

Contact

Office: (513) 701-9069

Toll-Free: (833) 671-1844

Fax: (513) 701-9377

5770 Gateway Boulevard

Suite 101

Mason, OH 45040

jay@jrswealthmgt.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Securities and advisory services offered through Prospera Financial Services, Inc. | Member FINRA/SIPC

Click here to view the firm’s CRS.

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.