Answering Your Questions

February 5, 2011 Comments Off

Security and Safety

Each account has Securities Industry Protection Corporation (SIPC) insurance up to $500,000, cash claims up to $100,000, and most importantly, supplemental protection.

This supplemental protection covers total account net equity in excess of the coverage provided by SIPC.
These coverages do not protect against a decline in the market value of securities.

Transparency

With JRS, you have 24/7 access to your account through your own personal password. Review your account information whenever and wherever you choose.

All account transactions and security valuations are clearly shown, and there are no annual maintenance fees charged to your account. We think it is important that your personalized statement is delivered to you monthly from an independent third-party custodian, not from your advisor.

Accountability

The JRS investment team has more than 70 years of investment experience.

Our team offers fee-based relationships. The fee is negotiated directly with you, depending on several factors. No commissions are paid to JRS. You receive all securities purchased for your account at our cost; there is no mark-up.

Personal Service

From the initial face-to-face meeting to review your needs, goals, and expectations, JRS Investments treats you as an individual who is deserving of personal attention and respect.


We are committed to providing you with personal service, reasoned investment choices and strategies, and secure account 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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