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Have You Considered the Many Advantages of Joining an Experienced, Successful Branch?

There's no better time than today to become part of a proven, winning team like JFC Financial Services — winner of the  Top Branch Office Based on GDC/Fees in 2012  award from our broker/dealer.

The costs associated with technology, compliance and business development continue to rise every year. Affiliation with an established OSJ firm can help you control these costs and better manage a state-of-the-art financial services practice.

Like most successful advisors, you’re in this industry because helping your clients’ plan their financial futures is your passion. The business of running a business can keep you from doing what you do best.

In addition to providing help and guidance on the day-to-day operation of growing a successful practice, JFC Financial Services has expertise to offer on the long-term issue of succession planning.



If you’re thinking about retiring in a few years you are likely asking yourself, “Who can I trust to take care of my clients and provide me with a fair price for my book?” The JFC team can help you develop contingency plans for retirement or life’s unexpected events. These plans will address such questions as:

  • What happens to my clients?
  • How do I leverage my practice to maximize its value?
  • How do I find a buyer for my practice? 
  • How do I set up an income stream?
  • How do I set up a business continuation plan?

Affiliating with the JFC Financial Services OSJ firm is a great way for you to access the services of our B/D while getting local attention and back office support. We want to assist you to:

  • Meet the needs of your clients
  • Build your practice
  • Increase your revenue

An advantage of affiliating with our independent OSJ firm is our flexibility to negotiate payout options. We want to provide OSJ level pricing to non-OSJ branches in line with OSJ level responsibilities. We will negotiate a payout structure with you or your producer group that is extremely competitive.

Learn about the challenges of independence and the efficiency you can gain through affiliating with a branch by reading the white paper Benefits of Joining a Branch Guide.  We truly believe that working with a branch may be the best step — perhaps the most prosperous step — you can take toward your independence!

Call Jack Connealy at (402) 483-2555 for a confidential conversation about how JFC may be a great fit for your knowledge, skills and abilities. 

Note: Payout structures and compensation are provided through the broker/dealer.