Jonathan Ford is a registered investment advisor at Jfj Advisory Services LLC, based in Morrow, OH, with 3 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.20% |
There is a minimum fee of $50 per quarter, but this is waived for clients receiving ongoing financial planning.
Fee Estimator
Location
8556 Morgans Run Dr, Morrow, OH, 45152-7319
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Jfj Advisory Services LLC
State Registrations1 state
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