JSO Partners Information

At JSO Partners, we help our clients maximize the impact of their wealth. Our process begins with a comprehensive financial check-up where we look for uncovered risks and untapped opportunities. Whether it’s utilizing a more tax-efficient savings vehicle or correcting a diluted portfolio, we draw upon our research and experience to pinpoint areas for improvement and deliver a plan designed to optimize our clients’ financial position. Finally, we are prepared to execute on our advice through a combination of insurance, investment, and planning vehicles, carefully selected to meet the unique needs and goals of each client. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a Registered Investment Advisor. JSO Partners and Private Advisor Group are separate entities from LPL Financial.