LaSalle St. Recruits $225 Million Hybrid from LPL Financial
LaSalle St., a family of wealth management firms, has recruited JFR Financial Services, a Michigan-based firm that oversees $225 million in client assets.
LaSalle St., a family of wealth management firms, has recruited JFR Financial Services, a Michigan-based firm that oversees $225 million in client assets. JFR Financial joins from LPL Financial.
JFR Financial specializes in retirement and estate planning as well as tax services. In addition to its specialties, the firm offers financial planning, investment advisory and insurance services to individuals and families, along with employee benefits advice, financial analysis, accounting and other services to business and non-profit clients.
JFR Financial Services is led by founder and president John F. Robbins and includes 10 additional support staff members. Robbins founded the firm in 1984 based on the belief that families and businesses need qualified financial professionals to help them reach their long-term goals.
“John and his team embody the sort of entrepreneurial, high-integrity professionals that we are energized and inspired to work with, and we look forward to helping them accelerate their growth,” said Mark Contey, senior vice president of business development for LaSalle St. “The role of a financial advisor is crucially important now, as clients struggle to navigate an uncertain environment and volatile markets…”
LaSalle St. is a family of firms comprising LaSalle St. Securities, an independent broker-dealer; LaSalle St. Investment Advisors, a registered investment adviser; and LaSalle St. Insurance Services, a provider of annuity and insurance products.
Founded in 1974 and based in Chicago, LaSalle St. supports more than 300 financial advisors, has more than $10 billion in total client assets and is registered in all 50 states. The LaSalle St. companies offer a range of services, including brokerage, advisory, investment and insurance.
