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  1. Home
  2. About
  3. Commitment to Clients

Commitment to Clients

Fiduciary.pngFIDUCIARY STANDARD

As a Fiduciary* we are held at the highest ethical standards to always act in your best interest. We view it is an honor to serve our clients with the highest level of integrity, and it is a responsibility that we don’t take lightly. Simply put, we strive to be our client’s trusted advisor.


Call back.pngSAME DAY CALL BACK SERVICE

At JSW Advisory Group we understand the importance of being accessible to our clients, and if we are unable to answer when you call we are committed to returning all phone calls and emails in a timely manner within that same day.


Communication.pngCOMMUNICATION COMMITMENT

Within our affluent client segment, we make it a priority to have regular communication with you and your family. Typically, you should expect to some form of communication from JSW Advisory Group on a quarterly basis, as well  as an annual face to face financial review.


market.pngTIMELY MARKET UPDATES AND MARKET OUTLOOK

Through our alignment with LPL Financial we have access to the all- encompassing research team of one of the largest brokerage firms in the United States. We believe it is very important to keep our clients informed about current market conditions, political landscape, possible roadblocks, and areas of opportunity.


Team approach.pngTHE VALUE OF THE “TEAM” APPROACH

As a client of JSW Advisory Group you have our entire team with a combined 92 years of experience working together to best serve your needs. Our advisors have the experience and the knowledge required to help guide clients  through any financial situation that may arise.


Transparency.pngTRANSPARENCY

The key to trust in every client relationship is transparency. We will always disclose any fees that will be incurred for our Services. JSW Advisory Group offers both Fee Based Advisory services and Traditional Brokerage to our clients, which ensures we can utilize the platform that is most appropriate for our client’s needs.

 

 

*In Advisory relationships

 

 

 

 
 

 

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3405 22nd Street
Suite #202
Lubbock, TX 79410
806-788-2807

 

 

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member  FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL,AR, AZ, CA, CO, FL, GA, ID, KS, KY, LA, MD, NC, NM, OH, OK, OR, SC, TN, TX, UT & WA

 

 

 

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