wiseradvisor

James Bartley (Jeb), ChFC®, LUTCF®
CFS Inc.

Tel: 260-484-4246
3945 Parnell Ave
Fort Wayne, IN 46805
CFS Inc. | Financial Advisor in Fort Wayne ,IN

About CFS Inc.

CFS is a financial planning and registered investment advisory firm based in Indiana. We serve clients nationally, providing financial planning, tax guidance, and investment management services. We believe a successful, long-term professional relationship is built upon mutual trust, effective communication, and a shared commitment to the financial planning process. Our independent, objective approach reinforces our highest priority and fiduciary responsibility to always put our clients interests first.

CFS Inc. 3945 Parnell Ave, Fort Wayne, IN 46805 Phone: (260) 484-4246

Jeb Bartley, Registered Representative of GWN Securities, Inc and securities offered through GWN Securities Inc., Member FINRA/SIPC 11440 N. Jog Rd, Palm Beach Gardens, FL 33418 (561) 472-2700(CFS Contact Financial Services Inc. is not an affiliate of GWN Securities Inc.


General Information

Firm Start Year:   1988
No.of Employees:   1
Gender:   Male
Name of Broker/Dealer:   GWN Securities
Number of Years with Current Firm:   33
Work Experience:   Owner of CFS Inc. Contact Financial Services Inc for 33yrs.
I work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided:   Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Education Funding and Planning


Services

Investment Types:   Mutual Funds, Bonds, Options & Futures, Exchange Traded Funds (ETFs), Annuities, Insurance, Stocks
I can meet clients in the following ways:   At my office, At your home, At your office, Via Phone, Via Email, Our Offices, Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Life, Variable Annuity, Life, Health, Disability, Annuity, Accident


Firm Information

Advisor's Number of Clients:   250+
Advisor's Number of Managed Clients:   250+
Advisor's Number of Planning Clients:   250+
Assets Managed by Advisor:   $30 Million +


Compliance

Registered Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $50,000
Compensation Methods:   Based on Assets, Commissions
Fee % Based on Assets:   N/A
Hourly Rate:   N/A
Additional Details on Charges:   Will be discussed with client before hand.
Minimum Fee Charged for Managed Accounts:   N/A
Minimum Fee Charged for Hourly Planning Accounts:   N/A


Board Positions

Organization:  Crooked Lake Sandbar Music Festival  Angola, IN
Position :  President
Duration :  5/1/13-Currently holding


Education

Business Finance - Business Finance  Illinois University - IL
5/31/84-3/23/88



Disclaimer

Jeb Bartley, Registered Representative of GWN Securities, Inc and securities offered through GWN Securities Inc., Member FINRA/SIPC 11440 N. Jog Rd, Palm Beach Gardens, FL 33418 (561) 472-2700(CFS Contact Financial Services Inc. is not an affiliate of GWN Securities Inc.

James Bartley (Jeb)

James Bartley (Jeb)

ChFC®, LUTCF®

Independent for 33 years. Million Dollar Round Table member, President Council. Family man and relationship business vs transactional business.

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My Services

Financial Planning for Businesses

Per client's needs. And will be discussed at initial consultation


Financial Planning for Individuals

Per client's needs. And will be discussed at initial consultation


Financial Advice & Consulting

Per client's needs. And will be discussed at initial consultation


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 1:00 PM

Communities Served

Fort Wayne IN and surrounding areas

Compensation Arrangements

Check Bank Transfer