Our Firm

JFGII is a team of financial advocates dedicated to helping people potentially grow and protect their assets.  For over 20 years, we have served as a resource to family owned businesses, emerging entrepreneurs, families and individuals.  We continually navigate through our clients' continually evolving needs, to develop and implement financial strategies designed exclusively for them.  Our clients benefit from high quality service and industry knowledge that is backed by an all inclusive network of industry resources and business partners (including our Broker Dealer, Securities America, Inc) ready to meet new tax laws, industry changes, and market insights.