A Janover LLC affiliate
JRS Financial Services LLC is 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 enterprise. 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. All hold FINRA Series 27 licenses. Our compliance experts are former FINRA regulators who can help you avoid common pitfalls and address even the most challenging issues.
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:
- FOCUS and FINRA filings
- Tax planning and preparation
- Net capital computation
- Organizational structure management
- Financial statement preparation
- Compliance reporting
- Projections and forecasts
When your firm needs advisors who can support your growth, help you take advantage of opportunities and ensure that you move forward confidently and efficiently, turn to JRS Financial Services LLC.
For more information, please contact JRS Managing Member Chad Kirschenblatt at 516-222-9111.