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Business Profile

Financial Planning Consultants

JAS Financial Services, LLC.

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Financial Planning Consultants.

About

This business has 1 alert

About This Business

Fee-Only Financial Planning and Investment Mangement

Products and Services

None, NONE, College Planning, Estate Planning, Financial Planning, Insurance Planning, Investment Consulting, Portfolio Management, Retirement Planning, Social Security Planning, Tax Planning

Business Details

BBB File Opened:
4/8/2010
Business Started:
1/1/2009
Business Started Locally:
1/1/2009
Business Incorporated:
1/6/2009
Type of Entity:
Limited Liability Company (LLC)
Related Businesses:
None
Business Management:
Mr. Joseph Smith, Member

Additional Contact Information

Principal Contacts
Mr. Joseph Smith, Member
Customer Contacts
Mr. Joseph Smith, Member

Licensing information

  • Illinois CPA
    Illinois Registered Investment Adviser

Additional Information

Payment methods

Checks

Credit Cards

Other Resources
Certified Financial Planner Board of Standards, Inc.
1425 K Street NW
Washington DC 20005
http://www.cfp.net/
Financial Industry Regulatory Authority

Securities & Exchange Commission
175 West Jackson Blvd.
Chicago IL 60604
Phone Number: (312) 353-7390
http://www.sec.gov
[email protected]

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