Client Login

JRS Investments, Inc. clients have direct access to their personal accounts through our Custodian’s website 24/7 providing complete transparency.

All Funds and Securities are held with our secure third party Custodian.
Using your personal, secure client login you can view all aspects of your account at any time.  Monthly statements provided by the Custodian can be found here as well.
Please remember that JRS Investments, Inc. does not have access to your personal login information.

If you lose this information you will need to contact our Custodian to retrieve it.

Please call or email us if you have any questions regarding your account other than lost login information.

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Client Login

JRS Investments, Inc. clients have direct access to their personal accounts through our Custodian's website 24/7 providing complete transparency. All Funds and Securities are held with our secure third party Custodian. Using your personal, secure ... Read more »

ADV Compliance

Download our Form ADV here. As a state-registered investment advisory firm, JRS Investments is required to complete and file Form ADV with the Tennessee Department of Commerce and Insurance Securities Division. JRS Investment's current Form ADV describes its general advisory practices, fees, employees, and pertinent business information to current and prospective clients. Additional information about JRS Investments is available on the SEC's website at www.adviserinfo.sec.gov.

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