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The JCL team not only has decades of combined financial experience, but is also very ethical and approachable. When providing advice as fiduciaries, we put your needs ahead of our own and emphasize transparency with every financial decision. We take time to understand your unique scenario and explain it in terms you can easily comprehend. Also, we understand the importance of continuing education, as many teammates constantly keep their knowledge up to date on recent financial industry changes. They do this by reading exclusive content for financial advisors, taking continuing education courses, and going to seminars. Related to this, our planners strive to enhance their knowledge by obtaining advanced certifications like the CFP® and RICP®.
Our staff members are always available to answer your questions, guide you through financial processes and keep you calm during volatile times.
Born and raised in Cranbury, New Jersey, Jim has deep connections to the community and attended Seton Hall University on a baseball scholarship, where he earned a BS in finance in 1989. Prior to starting his own firm, he worked with...
Leeann has been working with Jim for the past 15 years. Her main focus is helping to ensure client needs are met with a smile. Leeann handles all aspects of the day to day business such as answering phones, scheduling, preparing files,...
Don is an Investment Adviser Representative of Commonwealth Financial Network®. With more than 30 years of experience in finance at Unisys, he joined JCL Financial Group, LLC, in 2007. Don guides families and individuals through...
Prior to joining JCL, Brock graduated from Liberty University with a BS in Financial Planning, a CFP® Board-registered program. While attending Liberty, he was the bullpen catcher for the baseball team; traveling with the team was...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.