JR
John F. Robbins
JFR FINANCIAL SERVICES
Trenton, MI 48183
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CRD#: 1109861
JR
Professional summary
John Forester Robbins, CFP® is a registered financial advisor currently at JFR FINANCIAL SERVICES, INC. located in Trenton, Michigan and LASALLE ST SECURITIES, L.L.C. located in Trenton, Michigan.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. John has worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Retirement Income Management
Investment Planning
Tax Planning
Estate Planning
Retirement Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) 8/27/2010: REAL ESTATE RENTAL - JFR PROPERTIES - THIS IS THE BUILDING WHERE WE WORK. WE HAVE TENANTS RENTING SOME OF THE SUITES. - TIME SPENT 5% - TRENTON, MI.
(2) 12/13/2010: REGISTERED INVESTMENT ADVISOR - JFR FINANCIAL SERVICES, INC. - RIA FIRM. FINANCIAL PLANNER UNDER THE RIA AND BILLS FOR ASSETS UNDER MANAGEMENT AND HOURLY RATES - 25% OF TIME SPENT - TRENTON, MI.
(3) 12/20/2010: TAX DBA - JFR FINANCIAL SERVICES, INC. - INCOME TAX PREPARATION SERVICES PROVIDED BY THE RIA FIRM JFR FINANCIAL SERVICES, INC. - 10% OF TIME SPENT - TRENTON, MI
(4) 01/31/2014 - AUTHOR - COMPLETED MY FIRST BOOK. 'A VIEW FROM THE BACK ROW - WHAT HAPPENED TO OUR CHURCH?' IT HAS NOTHING TO DO WITH FINANCIAL PLANNING. I HIRED A COMPANY TO CREATE AND MANAGE A WEBSITE TO MARKET THE BOOK. TIME SPENT 2%
(5) Broken Arrow LLC - 3460 Third St, Trenton MI 48183, LP Owner of Hunting Property, Patner, Non Investment Related
(6) Successor Co - Trustee - William & Barbara Rev Trust 2/2018 - Manage charitable giving accounts owned by trust
(7) Fixed Insurance - Time spent 3%
CRS (Client Relationship Summary) - RIA
Click below to view John Forester Robbins's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1993
Experience
Current
October 29, 2010 - Present
JFR FINANCIAL SERVICES, INC.
Office #1: 3133 Van Horn, Trenton, MI 48183RIA
CRD#: 124456
Trenton, MI
Current
October 30, 2020 - Present
LASALLE ST SECURITIES, L.L.C.
Office #1: 3133 Van Horn, Trenton, MI 48183BD
CRD#: 7191
Trenton, MI
Past
June 30, 2011 - March 27, 2013
LPL FINANCIAL LLC
RIA
CRD#: 6413
TRENTON, MI
Past
June 18, 2010 - November 16, 2010
LPL FINANCIAL LLC
RIA
CRD#: 6413
TRENTON, MI
Past
September 8, 2009 - October 7, 2020
LPL FINANCIAL LLC
BD
CRD#: 6413
TRENTON, MI
Past
March 12, 2003 - September 8, 2009
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
TRENTON, MI
Past
March 2, 1995 - March 12, 2003
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, GA
Past
October 17, 1988 - March 10, 1995
MARINER FINANCIAL SERVICES, INC.
BD
CRD#: 8292
Past
February 2, 1988 - October 24, 1988
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
Past
May 5, 1987 - March 10, 1995
MARINER FINANCIAL SERVICES, INC.
BD
CRD#: 8292
LARGO, FL
Past
September 4, 1984 - May 17, 1985
FSC SECURITIES CORPORATION
BD
CRD#: 7461
Past
July 26, 1984 - September 10, 1984
FIRST PARK EQUITIES, INC.
BD
CRD#: 5269
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JF
JFR FINANCIAL SERVICES, INC.
JFR FINANCIAL SERVICES, INC.
CRD#: 124456 / SEC#: 801-81059
RIA
Registered Investment Advisory firm - (3/4/2015 Approved)Michigan
Registered Investment Advisory firm - (5/6/2015 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(11/2/2020)
RR
Arizona(10/30/2020)
RR
Arkansas(10/30/2020)
RR
California(10/30/2020)
RR
Colorado(10/30/2020)
RR
Florida(10/30/2020)
RR
Georgia(10/30/2020)
RR
Illinois(10/30/2020)
RR
Kentucky(10/30/2020)
RR
Louisiana(10/30/2020)
RR
Maryland(10/30/2020)
IAR
Michigan(10/29/2010)
RR
Michigan(10/30/2020)
RR
Missouri(1/2/2024)
RR
Montana(10/30/2020)
RR
Nevada(10/30/2020)
RR
New York(10/30/2020)
RR
North Carolina(10/30/2020)
RR
Ohio(10/30/2020)
RR
Oregon(10/30/2020)
RR
South Carolina(10/30/2020)
RR
Tennessee(10/30/2020)
RR
Texas(10/30/2020)
IAR
Texas(11/10/2021)
RR
Virginia(10/30/2020)
RR
Washington(10/30/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
JF
JFR FINANCIAL SERVICES, INC.
JFR FINANCIAL SERVICES, INC.
CRD#: 124456 / SEC#: 801-81059
RIA
Registered Investment Advisory firm - (3/4/2015 Approved)Michigan
Registered Investment Advisory firm - (5/6/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3133 Van Horn, Trenton, MI 48183
Mailing Address
P.o. Box 130, Trenton, MI 48183-0130
Phone number
(734) 692-1421
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 734 |
| AUM (Assets Under Management) | $ 261,875,912 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
JFR FINANCIAL SERVICES, INC.
CRD#: 124456Trenton, MI 48183TRUST BUT VERIFY
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Contact information
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