Mission & Firm
Welcome to JSW Advisory Group
The JSW Advisory Group and its predecessor company was formed in 2006 with the goal of creating a wealth management platform that provides tailored investment advice to their clients. With over 92 combined years of experience in the financial services industry, we’re confident our advisory team can assist you and your family in all your planning needs. JSW Advisory Group is supported by the tremendous depth of expertise and capabilities of LPL Financial, the nation’s largest* independent broker / dealer.
We thank you for giving JSW Advisory Group the opportunity to assist you and look forward to working with you for many years to come.
Sincerely,
Jeff Jaynes Shawn Stults Mitch Waston
Partner | Wealth Advisor Partner | Wealth Advisor Partner | Wealth Advisor
*As reported by Financial Planning magazine, June 1996-2019, based on total revenue.OUR FIRM
Through the affiliation of our financial consultant(s) with LPL Financial, the nation's leading independent broker-dealer, our clients have access to a wide array of financial and wealth management choices, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. LPL is a registered broker/dealer and a FINRA member firm.
MISSION & VALUES
Our mission is to provide exceptional customer service while building relationships that empower our clients to take control of their financial dreams. We believe in helping people articulate their goals and customizing a plan in order to pursue those goals. Our team of advisors will provide counsel based on honesty, integrity and accountability.
