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Our Strategic Partners
JRS Wealth management is strategically aligned with the following partners, integrating world-class resources into your client experience.
Prospera Financial Services
In today’s world of investing, more and more clients are choosing to use the services of independent financial professionals.With personalized attention and a dedication to detail, these advisors are driven by their clients’ needs and expectations of financial success.
Founded in 1982, Prospera Financial supports independent financial professionals across the country, offering a superior menu of investment choices, leading-edge technology, indispensable financial tools, expert investment planning and advice, and personalized service — so they can bring their clients the same. By operating with integrity, honesty and an unwavering commitment to the investor, Prospera supports the success of financial professionals — which can lead to success for the clients they serve. With a focus on a service and a strong set of core values, Prospera Financial has been named Broker Dealer of the Year in 2009, 2010, 2012, 2014, 2015 and 2018.
First Clearing LLC
First Clearing provides quality securities-execution and brokerage-clearance services to retail securities firms throughout the United States. Headquartered in Saint Louis, Missouri, First Clearing provides the benefit of a firm with a long heritage in the full-service brokerage business and the strength of Wells Fargo & Company, one of the nation’s largest financial service companies. First Clearing is a member of the New York Stock Exchange, NASDAQ and other major exchanges.
First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
EMoney was founded in 2000 to deliver innovative, planning-led solutions that both help people talk about money, and help foster financial peace of mind for all. EMoney's comprehensive financial planning platform is designed to evolve alongside client needs. It allows clients and their advisors to plan, engage, manage, streamline, and grow all from one highly sophisticated platform.
Clients can easily access their eMoney login from the Client Center tab at the top of the JRS website.
Riskalyze has been providing financial advisors with their software service since 2011. Their platform provides tools for analyzing investment risk, delivering 401k plans, and building and implementing investment portfolios. Riskalyze invented the world's first risk alignment platform, Risk Number, which allows advisors to measure investor risk tolerance, risk capacity, and portfolio risk. This allows for advisors to confidently incorporate just the right amount of risk into client portfolios.