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John Forester Robbins

JFR FINANCIAL SERVICES, INC.·TRENTON, Michigan
SIE, Series 7, Series 24, Series 63CFPClean record16 years registeredJFR FINANCIAL SERVICES, INC.
3133 VAN HORN, TRENTON, MI 48183CRD# 1109861Firm CRD# 124456

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Forester Robbins · TRENTON, MI
Registration
CRD #1109861 · JFR FINANCIAL SERVICES, INC. · 16 years registered
Brand Profile
Not yet started
01

Career History

LASALLE ST SECURITIES, L.L.C.
Oct 2020 – present
JFR FINANCIAL SERVICES, INC.
Oct 2010 – present
LPL FINANCIAL LLC
Jun 2011 – Mar 2013
TRENTON, MI
LPL FINANCIAL CORPORATION
Jun 2010 – Nov 2010
TRENTON, MI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Registration record
First registered · June 18, 2010
Years registered · 16
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JFR FINANCIAL SERVICES, INC.
CRD 124456 · SEC 801-81059
AUM
$227M
Regulatory assets under management
Employees
3
855 client accounts
Services offered by JFR FINANCIAL SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Market timing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at JFR FINANCIAL SERVICES, INC. →
Introduction

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05

Frequently Asked Questions

What services does John Forester Robbins offer?
John Forester Robbins specializes in Financial Planning, Investment Management. Contact their office in TRENTON, Michigan for a consultation.
What are John Forester Robbins's credentials?
John Forester Robbins holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is John Forester Robbins located?
John Forester Robbins is based in TRENTON, Michigan, working with JFR FINANCIAL SERVICES, INC.. Their office serves clients in the TRENTON metropolitan area and surrounding communities.
How does John Forester Robbins charge for services?
John Forester Robbins's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JFR FINANCIAL SERVICES, INC.?
JFR FINANCIAL SERVICES, INC. has approximately 3 employees and manages $227M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
GRAND RAPIDS (112)BLOOMFIELD HILLS (94)SOUTHFIELD (89)TROY (70)ANN ARBOR (56)BIRMINGHAM (35)TRAVERSE CITY (32)HOLLAND (30)PORTAGE (30)LIVONIA (28)
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Research
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