Broker Check

Meet the Team

JRS was created to bring people more than financial guidance, our goal is to foster authentic relationships and help you build the clarity and confidence needed to achieve the retirement you deserve.

Through many great (and some not so great) experiences working in the wealth management industry, I formed the JRS process. This process was developed with the goal of helping as many people as possible through data-driven planning, a tailored understanding of their needs, and a relentless passion for continuous self-learning and teaching others.

At our firm, we have the client—and only the client—in mind.

If someone entrusts JRS with something as important as their savings and/or retirement planning, I feel a deep commitment to not only bringing them competent advice, but taking the time to fully understand their money psychology, their fears, their goals and their dreams. A successful financial plan is not about what your portfolio return was last week, it is about developing a plan that takes control of what you can control, and the confidence to let go of what you cannot. I feel grateful for all the amazing people I have had the pleasure of working with, and I look forward to building more great relationships in the future.

Conor Jonasson CFP®

Conor Jonasson CFP®

Owner/President

(215) 543-3400

Client Centered

Client Centered

From building wealth to protecting your family and preserving your assets, JRS delivers personalized retirement strategies built around what matters most to you.

We look forward to working with you.