JRS Financial Services

Financial services firms and the emerging businesses they enable are the bedrock of our economic landscape today.  As such, the advisory organizations they employ have a critical responsibility to provide the right kind of fiduciary management and sound decision making to ensure stability and longevity for all entities in the financial chain.  JRS Financial Services, LLC is that kind of firm, providing contract financial management services to mature as well as emerging firms in the financial service and compliance industry. Our broad range of services includes financial statement preparation, regulatory reporting, projections and forecasts as well as complete tax planning and return preparation.

JRS Financial Services, LLC is the successor firm to Stoltz & Company.   Since starting the firm, Managing Director Marc H. Stoltz and his tested team of financial professionals have provided consulting services to a broad range of firms in the securities industry.  Today, as one of the leading providers in the industry, JRS Financial Services specializes in providing a full range of services on an outsourced basis including the support of qualified Financial and Operations Principals.

These include:

  • Outsource FINOP Services
  • Audit/Tax Services
  • Net Capital Requirements
  • Organizational Structure Management


For more information about JRS Financial Services, click here.