JI Financial Services, LLC

Overview

JI Financial Services, LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm acts as a capital allocator, combining fee-based portfolio management (percentage-of-AUM and fixed-fee arrangements) with selection of outside managers when appropriate. Investment activity is concentrated in pooled public vehicles—primarily mutual funds and other public funds—with a clear operational emphasis on delegated manager selection rather than direct, high-turnover security trading. The firm identifies as an active ESG investor, which suggests it incorporates environmental, social and governance considerations into manager selection, fund choices or portfolio construction. Given the firm’s stated activities, its typical engagement blends customized planning with outsourced execution through third-party funds and advisers, rather than maintaining a large lineup of proprietary strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices