Justin Gregory Rush
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Retirement Planning
- Risk Management & Insurance
- Tax Planning
- Investment Management
Specializations
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...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
JGR FINANCIAL SOLUTIONS | JGR FINANCIAL SOLUTIONS, LLC
Contact Information
Main Address
Canton, OHMailing Address
1967 East Maple Street Suite #132, North Canton, OH 44720Phone Number
(330) 353-8126# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
258AUM (Assets Under Management)
$78,313,272Similar Advisors
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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.
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State Registrations and Notice Filings
(5/27/2015)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Justin Gregory Rush's CRS (Customer Relationship Summary).
Services Offered by Justin
- Financial Planning
- Retirement Planning
- Risk Management & Insurance
- Tax Planning
- Investment Management
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