JFR Financial Services, a Trenton, Mich.-based firm with $225 million in client assets, has joined LaSalle St., which is a family of wealth management firms based in Chicago, LaSalle St. announced today.
Led by founder and President John F. Robbins, JFR Financial Services, which was previously with LPL Financial, was created in 1984. The firm specializes in retirement and estate planning as well as tax services, and also offers financial planning, investment advisory and insurance services to individuals and families, along with employee benefits advice, financial analysis, accounting and other services to business and non-profit clients.
LaSalle St. also includes an independent broker-dealer and registered investment adviser platforms. It is a family of firms including LaSalle St. Securities, an independent broker-dealer; LaSalle St. Investment Advisors, a SEC-registered investment adviser; and LaSalle St. Insurance Services, a provider of annuity and insurance products.
The move is part of the growth record for LaSalle St., which includes the recruitment of Stiles Financial Services with $600 million in total assets in May, and Retirement Services Group with $625 million in AUM in August.