Our Qualifications

 

     

Key Personnel

Our professionals are dedicated to providing you with cost-effective yet high quality service. We invest in the development of creative professionals with a unique blend of business acumen, industry expertise, and technical knowledge, who can address the broad range of issues facing our clients and give you the personal attention that can make a difference.

Alan M. Jotkoff, CPA/PFS©, CFP©, CLU©

Certified Public Accountant (Regulated by the State of Florida)
Certified Financial Planner© Practitioner
Personal Financial Specialist (AICPA)

Chartered Global Management Accountant (AICPA)
Chartered Life Underwriter
Registered Investment Advisor (State of Florida)
Insurance Licensed (State of Florida)
FINRA Licensed

Email: AJotkoff@jfsadvisor.com


Kim "Rhin" James, CPA/PFS©, CFP©, CLU©

Certified Public Accountant (Regulated by the State of Florida)
Certified Financial Planner© Practitioner
Personal Financial Specialist (AICPA)
Chartered Life Underwriter

Email: KJames@Jotkoff.com


Steven Needleman, RHU©, LUTCF©

Registered Health Underwriter
Life Underwriter Training Council Fellow 
Insurance Licensed (Various States)

Email: SNeedleman@Jotkoff.com


Ryan P. Jotkoff

FINRA Licensed
Insurance Licensed (State of Florida)

Email: RJotkoff@Jotkoff.com

 


Members of the firm are also members of the American Institute of Certified Public Accountants, Florida Institute of Certified Public Accountants and the Financial Planning Association.