JRS Investments
JRS Investments
  • Home
  • Who We Are
  • Privacy Policy
  • Business Continuity Plan
  • More
    • Home
    • Who We Are
    • Privacy Policy
    • Business Continuity Plan

  • Home
  • Who We Are
  • Privacy Policy
  • Business Continuity Plan

Business Continuity Plan in event of emergency

What is happening

In the event of a national emergency, tragedy or calamity, what are next steps?

In the event of a national emergency, tragedy or calamity, what are next steps?

JRS Investments and Wealth Preservation, LLC is an investment firm which provides safety and security of  its customers funds and assets through deposits and custody at TDAmeritrade Institutional, one of America's most trusted and respected broker/dealers.  In the unlikely event of an interruption in services due to unforseen events JRS  Investments has a plan of action and support.  

In the event of a national emergency, tragedy or calamity, what are next steps?

In the event of a national emergency, tragedy or calamity, what are next steps?

In the event of a national emergency, tragedy or calamity, what are next steps?

First, contact the Managing Director, Jim Swanson, at 858-735-2640.

Or contact the Business Development  Director, Chris Petrik, at 949-606-6215. 

Lastly, contact TDAmeritrade Institutional at 800-400-6288

Access to your money and securities is critical during times of emergency. We are here to assist you as best we can.

JRS Investments and Wealth Preservation, LLC is a registered investment advisor in the states of Washington, California, Hawaii and Idaho. 

The advisor may not transact business in states where it is not appropriately registered or exempt from registration.  


Powered by GoDaddy Website Builder