JGR Financial Solutions

Overview

JGR Financial Solutions is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include a percentage-of-AUM component alongside fixed fees. The adviser does not present itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. It does not identify as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices