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Justin Kaufman is a registered investment advisor representative with Sjhl Financial Group. Justin is a licensed CPA and has been in the industry since 2012. Justin holds the Series 65 license and has been registered with the state of Kansas since January 2023. Justin specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. Justin's firm also offers pension consulting and selection of other advisors services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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KS
01/20/2023 - Present
Sjhl Financial Group (MCPHERSON KS)
IA
Issued 01/20/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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