JRS Financial Services LLC was founded in 1988 and has been serving the financial services community for over 30 years. We are a leading provider of advisory services to broker dealers and other companies in the financial services industry. Whether your firm is mature or emerging, we can help you thrive within today’s complex and increasingly rigorous regulatory environment.

Our veteran professionals offer astute fiduciary management and sound guidance designed to advance the stability and longevity of your business. We make it a priority to follow and understand the ever-changing regulatory framework so that you remain in full compliance and avoid costly penalties. Our Financial and Operations Principals (FINOPs) are some of the best in the business, specifically trained in ways that most staff accountants simply are not. We will supply you with a financial professional with years of industry experience as well as dealing with all regulators.

JRS utilizes a collaborative approach to client service. Our team draws on the decades of collective experience we have gained by working with broker dealers, registered investment advisors (RIAs), hedge funds, private equity firms and other financial services firms. A recent merger with Hagan & Burns CPAs has strengthened our wealth of knowledge and capabilities. The JRS team provides a full range of services. They include:

Turn to JRS Financial Services LLC to support your firm’s growth, allow your firm to take advantage of opportunities and ensure that you move forward efficiently and confidently.

>> Meet the JRS Financial Team