SJS Investment Services, based in Sylvania, Ohio, is ranked No. 11 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.
Assets Under Management: $2.5 billion
Accounts Under Management: 2,873
Years in Business: 30
- Accepts clients in all 50 states
- Physical offices in Arizona, Illinois and Ohio
- No minimum asset threshold
Leadership and Contact Information:
Scott Savage, founder and chief executive officer
Kevin Kelly, president and chief compliance officer
Jennifer Smiljanich, managing director and senior advisor
sjsinvest.com
6711 Monroe St., Building IV, Suite A, Sylvania, OH 43560
(419) 885-2626
