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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©, CGMA©, 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@JFSAdvisor.com


Steven Needleman, RHU©, LUTCF©

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

Email: SNeedleman@Jotkoff.com


Ryan P. Jotkoff, CFP©, CLU©, BFA©

Chartered Life Underwriter
Certified Financial Planner© Practitioner
FINRA Licensed
Insurance Licensed (State of Florida)
Behavioral FInancial Advisor

Email: RJotkoff@JFSadvisor.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.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck