Our Branch
Our office is the largest within the Independent Contractor Dicision of RJFS. In fact, we have 35 associates located in six states, and our client assets under management (AUM) are nearing $1 billion.
For financial advisors with current production less than $250,000 or less, we offer:
- Association with RJFS, without concern of branch office minimum production requirements.
- Compliance, administrative and start-up service: we are your OSJ (Office of Supervisory Jurisdiction).
- Location freedom. Phone reception backup, regardless of location.
- Introduction and education to all RJFS procedures, policies and products.
- Initial and ongoing support in developing a business practice, including the help of all our associates.
- The highest subcontractor payouts.
For the larger producing financial advisor who’d rather not go it alone, we offer the applicable elements above, plus:
- No Series 24 required.
- The perks of a being part of the largest group in RJFS — access to wholesalers, concierge services, RJFS departments, marketing and expensing.
- Payouts comparable to OSJ status.
For a group, we offer the above, as well as:
- Accounting and payroll service.
- Administration and OSJ/M responsibility of a multiple site operation.
- Ongoing support in marketing, recruiting and site development.
