JAS Financial Services, LLC
Joseph A Smith, CPA/ PFS, JD, AEPĀ®
Member
790 West Frontage Road #603
Northfield, IL 60093
847-328-8011
joe@jasfinancialllc.com
https://jasfinancialllc.com/
 
 




Investor Profile and Asset Allocation Calculator
Investor Profile and Asset Allocation Calculator

Use this tool to establish an investor profile and compare an investor's current asset allocation against a model portfolio suitable for that profile.


Questions
Current Asset Allocation
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The foregoing is provided for information purposes only.  It is not intended or designed to provide legal, accounting, tax, investment or other professional advice.  Such advice requires consideration of individual circumstances.  Before any action is taken based upon this information, it is essential that competent, individual, professional advice be obtained.  JAS Financial Services, LLC is not responsible for any modifications made to this material, or for the accuracy of information provided by other sources. 

This communication is strictly intended for individuals residing in the state(s) of IL. No offers may be made or accepted from any resident outside the specific states referenced.
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2025.