Our Custodian

Raymond James

We selected Raymond James for custody and clearing of clients fee based assets because of their strength, stability and reputation as one of the most highly regarded investment firms in the industry. The firm was founded in 1962 with a commitment to put people, planning and principles first, a culture which continues to guide the company today. Publicly traded since 1983, Raymond James Financial (RJF) currently manages close to a half billion in client assets.



A Plan for Everything


As a Raymond James affiliated independent advisor we can help you create – a financial plan designed for who you are, how you live, all the things you want to do and all the things you haven’t thought of yet. A plan designed to help you reach the major milestones like college and retirement without overlooking the smaller details like buying a new car or taking a dream vacation.



Strength and Stability


For our brokerage and securities clients, JHG Financial has partnered with Chalice Wealth Partners. Chalice Wealth Partners corporate pledge is that the client’s trust and interest will always come first. Ethical conduct and integrity will not be compromised. They believe in a nonproprietary approach with open architecture which gives advisors and their clients the best opportunity for profitability and success.


Achieve Your Goals


These two firms belief align with JHG Financial’s goal of providing our clients with an unbiased resource that can offer you advice based solely on your needs and goals. We are able to give you guidance that is truly objective, unencumbered by any potential conflicts of interest. Our only interest is that your investment program meets your financial objectives and covers your financial blind sides.

Contact JHG Financial Planning Advisors

Helping Protect Your Financial Blind Sides

(704) 536-3423

Advisory services offered through Kingswood Wealth Advisors​. Securities services offered through Kingswood Capital Partners, LLC member FINRA/SIPC.

Check the background of this firm on FINRA's Broker Check.

Facebook Disclaimer - This site is not part of the Facebook website or Facebook Inc. Additionally, this site is not endorsed by Facebook in Any Way. FACEBOOK is a trademark of Facebook, Inc

Share This