JSA Financial Group was founded in 2005 after Jeffrey Scales was tired of working for a parent company that dictated the types of investments he should sell to hisclients. Jeff knew that this wasn't fair to his clients, many of whom had different financial goals. And, given the complexity of the financial services industry today, many other clients were confused by the number and type of options available to them. So, Jeff decided to set out on his own and create the type of firm he thought was needed in this day and age of rushed and sometimes impersonal service. Jeff chose to partner with Commonwealth Financial Network ®, one of the preeminent independent broker/dealers in the United States. The alliance with Commonwealth ensures that clients receive a wide variety of investment choices to complement their goals. It also helps the company best serve clients in a seamless and efficient manner by providing back office, investment, and technology support. JSA Financial Group has since expanded to include:Katie - Associate Financial AdvisorGail - Customer Service AssistantKathline - Customer Service AssistantFor more information, please visit our Biography tab. The mission at JSA Financial Group is to help investors feel comfortable seeking help with their financial goals and to assist them in a knowledgeable, courteous, and professional manner.
View Top Employees from JSA Financial GroupWebsite | http://www.jsafinancial.com |
Revenue | $5 million |
Employees | 2 (2 on RocketReach) |
Address | 7 Livingston St, Rhinebeck, New York 12572, US |
Phone | (845) 876-1923 |
Fax | (845) 876-4105 |
Industry | Business Services General, Business Services |
Competitors | Goodale Productions, GreyBox Creative |
SIC | SIC Code 874 Companies, SIC Code 87 Companies |
NAICS | NAICS Code 56111 Companies, NAICS Code 56 Companies, NAICS Code 561110 Companies, NAICS Code 5611 Companies, NAICS Code 561 Companies |
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The JSA Financial Group annual revenue was $5 million in 2024.
2 people are employed at JSA Financial Group.
JSA Financial Group is based in Rhinebeck, New York.
The NAICS codes for JSA Financial Group are [56111, 56, 561110, 5611, 561].
The SIC codes for JSA Financial Group are [874, 87].