Justin Rush is a CFP-designated registered investment advisor at Jgr Financial Solutions, based in Canton, OH, with 17 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Medical Professionals, and 3 more. Their firm serves 93 clients with $78M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Contact
Justin Rush
Location
Canton, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Justin is a board member and project coordinator for NAPFA Genesis, a peer-to-peer networking group. He dedicates minimal time to this position.
Employment History
Current Registrations
Jgr Financial Solutions
Previous Registrations
Storey & Associates
Wilcox Wealth Advisors
Sequoia Financial Advisors, L.L.C.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Professional