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Thursday, November 8, 2018

JFC Financial Services' exclusive by-invitation-only 2016 Circle of Distinction event will be held September 7-9, 2016 at the Dismal River Golf Resort. Invitations to the JFC-affiliated top producing advisors (based upon GDC earned...

 

Thursday, June 28, 2018

Securities America announced the membership to its advisory councils in March 2018. JFC Financial Services is well represented with advisors and support staff selected. The members of the various councils provide feedback on the firm's...

 

Thursday, June 28, 2018

Dan Grote, a partner at Latitude Financial Group, was quoted in "Free to Text Clients published by Securities America in "The Star". Dan said, "Today's clients expect complete accessibility to their advisors, especially the next...

 

Thursday, June 28, 2018

Securities America distributed its Connect! Summer 2018 magazine in early June. Three articles includes interviews with or quotes from JFC Financial Services affiliated advisors. In "What Does Your Office Say About You?", Matt Peters...

 

Wednesday, April 19, 2017

Securities America has named Jack Connealy and a few advisors and support staff affilaited with JFC Financial Services to its advisory councils. The members of the various councils provide feedback on the firm's strategy, tactics, and...

 

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Monday, June 20, 2016

Jack Connealy, President of JFC Financial Services, was one of four OSJs (Office of Supervisory Jurisdiction) or branch managers interviewed by Securities America for an article in their Summer 2016 Connect! magazine. includes the...

 

Thursday, May 5, 2016

Congratulations, Brian, founder of PlanVest, LLC, on being selected by Securities America to highlight the success of their Next Generation mentoring program. The "Big City OSJ and Small-Town Advisor Find Common Ground Through...

 

Thursday, March 31, 2016

JFC Financial Services was honored at Securities America's 2016 Masters Forum as the Top Branch Office in 2015. This is in recognition of its "outstanding business achievements". JFC has been the Top Branch Office for 4 consecutive...

 

Thursday, March 31, 2016

Congratulations to Matt Lawler, Financial Advisor with F&M Wealth Management. Matt was selected by Bank Investment Consultant magazine as one of the Top 100 Bank Advisors in the nation. Matt services his clients through four F&M Bank...

 

Monday, June 15, 2015

JFC was well represented at Connect 2015, held in Austin, TX June 6-9, with around 55 advisors, staff and guests in attendance. In addition to attending great breakout sessions, hearing from industry leaders and renown keynote speakers...

 

Friday, June 12, 2015

Securities America released its 2015 issue of Connect! magazine in early June. It includes two articles that include interviews with two firms associated with JFC Financial Services. Chet Wallace and Amanda Silkwood from Quintus...

 

Wednesday, April 1, 2015

Any Time. Any Place. Any Device. was Securities America's technology themed ad campaign created for Financial Planning magazine. Shannon Case and Mark Slattery from CaseSlattery Wealth Management and Dan and Sandy Goeken from Insight...

 

Monday, January 5, 2015

"I try to be, as we all do with our clients, their trusted advisor. The independent model--my model--allows me to focus on just being eyeball to eyeball with clients." Jay Svehla

 

Thursday, December 4, 2014

Congratulations to Matt Lawler, advisor at F&M Wealth Management located in South Sioux City, NE, who has recently obtained his Next Level Program Achievement Bonus! Matt participated in Securities America's eighth Next Level class...

 

Monday, July 21, 2014

JFC Financial Services and a few of its affiliated advisors were recently honored by Securities America for their "outstanding business achievements."

 

Monday, July 21, 2014

Congratulations to Chet Wallace and Dan O'Leary of Quintus Financial Services, located in Englewood, Colo., for achieving your Next Level Achievement bonus!

 

Monday, July 21, 2014

Congratulations Mark and Shannon, CaseSlattery Wealth Partners, for achieving your Next Level Program Achievement Bonuses!

 

Monday, April 7, 2014

Access to Trust Services Helps Lawler Retain Clients. "By having a trust company relationship that allowed me to manage the assets, we simplified the clients' lives and reduced the trust fees they paid." - Matt Lawler

 

Monday, February 10, 2014

Connealy Leverages SAI Technology to Take Branch Beyond Nebraska Banks. "We had weathered the market downturn of 2001 and 2002, and I pledged that wouldn't happen again. I started transitioning my assets to fee-based programs and...

 

Thursday, December 19, 2013

Dostals run local Securities America office. "Lyle is, essentially, the quarterback. Megan and I are essentially the players that make sure the quarterback is not touched." - Nicholas Dostal

 

Friday, August 30, 2013

Next Level + Managed Opps = Double Digit Growth for Eckloff. "I kicked myself that I didn't move to fees two years before. Now I use the Managed Opportunities platform Exclusively" - Ron Eckloff