About Us

Managing Partner

Chad joined JRS Financial Services, LLC in 2010 as the Managing Director of Accounting Services and became the Managing Partner in January 2015, overseeing the firm's day-to-day operations. He is registered with the Financial Industry Regulatory Authority (FINRA) as a Financial and Operations Principal (FINOP) (Series 27).

Chad holds an M.B.A. in Accounting and International Business from the Lubin School of Business at Pace University and a B.S. in Economics from the University of Colorado at Boulder.

Before joining JRS, Chad held senior financial positions in the financial services industry. He was the Director of Finance at Instinet, LLC, managing financial and regulatory operations for a self-clearing U.S. agency broker-dealer with revenues exceeding $400M and assets over $800M. At Capstone Holdings Group, LLC, Chad was the Head of Finance and FINOP, directing financial management for a multi-strategy proprietary trading firm, which he helped grow into a $1 billion offshore hedge fund with global investors.

Managing Partner

Dan joined JRS Financial Services, LLC in 2018, bringing over 20 years of experience in management, operations, and finance within the financial services and insurance industries. His leadership has consistently driven productivity, market expansion, and profitability.

Dan began his career in 1996, developing a deep understanding of the financial services industry with a focus on Compliance and Operations. In 2006, he founded his own broker-dealer, overseeing business development, regulatory compliance, and FINRA/SEC audits until the company's sale in 2014. He holds a B.S. in Management with a minor in Finance from Long Island University and maintains several licenses, including Series 4, 7, 24, 27, 63, 65, 53, Life and Health Insurance, and Property & Casualty licenses.

Managing Director

Michael joined JRS Financial Services, LLC in 2019, as a Managing Director. Michael is registered with the Financial Industry Regulatory Authority (“FINRA”) as a Registered Options Principle (Series 4), a General Securities Representative (Series 7), a General Securities Sales Supervisor (Series 9 and 10), a General Securities Principal (Series 24), a Financial and Operations Principal “FINOP” (Series 27) and a Securities Trader Representative (Series 57).

Michael is a graduate of The George Washington University where he earned a Bachelor of Accountancy on the Dean’s List in 1992.

Michael went on to obtain his CPA in 1994 while working for KPMG Peat Marwick LLP. After working at KPMG, Michael went on to a career in trading at several Firms. In 2001, Michael went back to his accounting roots and became the CFO at a NYSE Firm where he worked until he went on to open his own Broker Dealer, Rhino Trading Partners, LLC in 2008 until the Firm closed in 2018.

Managing Director

Jessica joined JRS Financial Services, LLC in 2022 as the Managing Director of the firm’s Financial Operations Principal (“FinOp”) services. Prior to joining JRS Jessica was the in-house FinOp and VP of Financial Operations for Equity Services, Inc. Jessica is registered with FINRA as a licenses Series 27 FinOp as well as maintaining her Certified Public Accountant (“CPA”) license in the state of Connecticut.

Jessica is a graduate of Champlain College where she earned her M.B.A with a focus on Positive Organizational Development. She is also a graduate of Sacred Herat University where she earned her B.S. in Accounting.

Prior to her transition into regulatory accounting for the financial services sector, Jessica was a Tax Manager at Thomson Reuters HQ responsible for managing the Company’s global uncertain tax positions and associated liabilities. Prior to Thomson Reuters Jessica was a Tax Senior Accountant at KPMG’s Stamford, CT office where she was a member of Tax Audit team for General Electric. At JRS, Jessica serves clients ranging from Capital Markets, Market Makers, and Retail sectors. Jessica connects with her clients to better understand their business needs and translates financial results into meaningful data points.