Benefits Brokers & Financial Advisors

You have the talent and the drive to succeed – and as a Registered Rep, you know the importance of finding exactly the right strategy to support your clients’ success. Deciding how to maneuver your practice deserves thoughtful planning and precision navigation. At JA Counter, located in New Richmond, Wisconsin, our team of specialists will provide a full range of choices, recommendations, education and support according to your personal business plan and objectives.

Products and Services

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Financial Advisor Network

  • Access to a network industry leading financial professionals to share and learn best practices and grow your business.
  • Access to Cambridge Investment Research, Inc. a Top 20 ranked Independent Broker/Dealer by Investment News. (January 25, 2010)
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Technology

  • On-line paperless workflow tools 24/7 access to client data
  • LaserApp
  • Access to securities analysis tools, hypotheticals, advisory and financial planning tools.
  • Access to HR & Benefit Essentials
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Freedom of Choice

  • Access to innovative fee programs and full menu of commission offerings.
  • Access to well known investment providers which include mutual funds, annuities and insurance products.
  • Alternative investments including tax-based program, real estate and partnerships.