Justin G. Rush
JGR FINANCIAL SOLUTIONS
Canton, OH
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CRD#: 5218974
Professional summary
Justin Gregory Rush, CFP® is a registered financial advisor currently at JGR FINANCIAL SOLUTIONS located in Canton, Ohio.
Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Justin has worked at 6 firms and has passed the Series 66 and Series 7 exams.
Biography
Professional
I’m the founder of JGR Financial Solutions…a firm committed to providing financial planning and investment management solutions in terms you can understand. As a fee-only financial advisor, my top priority is to help you spend your retirement focusing on what’s most important in your life…not worrying about your investment portfolio!
I strive to understand my client’s goals and refrain from using the financial jargon that’s so frequently tossed around. As a result my clients are actively involved and confident in the long-term plans we put together.
Nationally, I am an active member of the National Association of Personal Financial Advisors (NAPFA), having served on multiple committees to help educate consumers and advance the profession of fee-only financial planning.
Locally, I volunteer for Junior Achievement of East Central Ohio in an effort to promote financial literacy to students.
Personal
I will always be a Purple Raider at heart, having graduated Summa Cum Laude from Mount Union College in Alliance, Ohio with Bachelor of Arts degrees in Accounting and Business Administration. While at Mount Union, I led the golf team to its first appearance in the NCAA tournament in five decades. My priorities have changed a lot since that time, but I still enjoy chasing the ball around the golf course when time permits.
Despite living in Canton, Ohio, home of the Pro Football Hall of Fame, I rarely find myself glued to the television on Sundays in the Fall. I have a wonderful wife, two boys, a dog and enjoy spending as much time outdoors as the weather permits, vacationing to Disney World and the beach, being with my church family, and participating in community events.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Insurance Planning
Tax Planning
Investment Planning
Do you have an area of expertise or specialization?
AUM
Baby Boomers
High Net Worth Client Needs
Investment Advice with Ongoing...
Medical Professionals
Middle Income Client Needs
What is your minimum asset requirement?
500K
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.
NAPFA GENESIS
250 NORTH ARLINGTON HEIGHTS ROAD, SUITE 109
ARLINGTON HEIGHTS, IL 60004
NAPFA GENESIS IS A PEER-TO-PEER NETWORKING GROUP DESIGNED TO ENCOURAGE PROFESSIONAL GROWTH AND DEVELOPMENT AMONG NAPFA MEMBERS AND AFFILIATES WHO ARE 33 YEARS OLD AND YOUNGER.
BOARD MEMBER/PROJECT COORDINATOR
1/1/12 - PRESENT
3 HOURS PER MONTH DEVOTED TO THIS POSITION (2 HOURS DEVOTED DURING SECURITIES TRADING HOURS)
CRS (Client Relationship Summary) - RIA
Click below to view Justin Gregory Rush'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: 2010
Experience
Current
May 27, 2015 - Present
JGR FINANCIAL SOLUTIONS
RIA
CRD#: 226585
Canton, OH
Past
December 2, 2009 - June 1, 2015
STOREY & ASSOCIATES
RIA
CRD#: 150673
NORTH CANTON, OH
Past
May 4, 2009 - June 8, 2009
WILCOX WEALTH ADVISORS
RIA
CRD#: 149831
HUDSON, OH
Past
February 17, 2009 - June 8, 2009
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
HUDSON, OH
Past
September 7, 2007 - January 26, 2009
SEQUOIA FINANCIAL GROUP, L.L.C.
RIA
CRD#: 117756
AKRON, OH
Past
September 3, 2007 - January 27, 2009
VALMARK SECURITIES, INC.
BD
CRD#: 31243
AKRON, OH
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.Highlighted states indicate IAR registrations
IAR
Ohio(5/27/2015)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
JGR FINANCIAL SOLUTIONS
JGR FINANCIAL SOLUTIONS | JGR FINANCIAL SOLUTIONS, LLC
CRD#: 226585 / SEC#:
Ohio
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Contact information
Main Address
Canton, OH
Mailing Address
1967 East Maple Street Suite #132, North Canton, OH 44720
Phone number
(330) 353-8126
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 250 |
| AUM (Assets Under Management) | $ 69,822,009 |
Red Flags
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