Jay is the financial advisor and founder of JRS Wealth Management, which is affiliated with Prospera Financial Services, a seven-time winner of Investment Advisor Magazine’s Broker-Dealer of the Year Award. Jay began his career...
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...
Courtney works to build strong relationships with clients through asset transfers and all things administrative. She oversees daily account maintenance and money movement alongside our team and clients. Courtney has over 15 years of...
Lue began her career in the securities industry with bond house Ladd Dinkins & Company in New Orleans which was later acquired by J.C. Bradford. She moved to Dallas in 1998 when she helped open Bradford’s Dallas “Commitment...
