JFJ ADVISORY SERVICES LLC

Overview

JFJ Advisory Services LLC is a very small, individual-owned registered investment adviser operating as a limited liability company that offers financial planning and portfolio management to individuals and small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and reports a clear preference for liquid, exchange-traded equities as the primary vehicle for client exposure. It does not identify as an active ESG investor, is not positioned as a multistate adviser, and does not serve as a pension consultant or capital allocator. The adviser’s footprint and activity level are modest: reported assets are concentrated in traded equities and managed on a discretionary basis. The firm also allocates, on a limited basis, to third-party alternative managers in real estate and digital currency, suggesting a willingness to complement core equity exposure with nontraditional sources of return and diversification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices