Recruiting Hotline: 800.989.8441

Joining an Existing Branch

Explore if joining a branch is the right affiliation option for you with an independent broker-dealer.

Forming Your Own Branch

If you are thinking about building your own branch, explore the resources available to help.

Expanding Your Branch

Recruiting advisors is more than interviews, it is about finding the right candidate for your team and your clients.

Becoming a Superbranch

Smaller broker-dealers and large branches can gain from affiliating with a larger independent broker-dealer for enhanced resources.

Meet the team!

Contact our team now to learn how we can help.

Get the information you need in a no obligation, confidential conversation.

Learn More about Affiliating with Securities America

If you are looking for an independent broker-dealer, consider the support they offer advisors and managers in branch settings.

Personalized Transition

Personalized transition can ease the process for you, your staff and your clients. From individual advisors through small independent broker-dealers, our team’s experience can guide you through the process.

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Personal compliance support provides professional review of your business (and your representatives’ business, if you’re an OSJ Manager). The supervision staff shares their expertise working within the industry’s constantly changing regulatory environment.

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Award- Winning Technology

Experience technology allowing you to become more efficient, productive and profitable; technology that matters where it counts — with your clients. Our user-friendly integrated systems provide solutions to your business needs, delivered to you nearly anywhere.

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Marketing Support

Access to hundreds of marketing materials and templates for advisors to help execute their marketing programs as well an experienced team with competitively-priced advanced services.

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Practice Management Solutions

Access to coaching programs, conferences and materials for the tools and techniques for information on topics advisors are concerned with including staffing, acquisition, continuity, succession, marketing, branding and growth.

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Recruiting Support

Our Branch Office Development team is experienced in assessing prospective advisors and helping them decided the best business model for them. This is paired with deep and broad resources to provide coaching and marketing support for recruiting new advisors for experienced branch managers.

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Why choose branch affiliation at an independent broker-dealer?
  • “The benefits of working with a branch like JFC Financial, there’s many of them. Not the least of which is just having the ability to brainstorm and bounce ideas off of peers. It also allows me the ability to do the things that directly impact the bottom line and my production. “
    Jay Svehla -
  • “Advisors can share their unique business styles and product knowledge and receive feedback on their choices. There are common support systems in place including staff, software and systems. I don’t know too many people in this business who are really a one-person shop. There’s value in being part of a group while still being a maverick and doing your own thing.
    Todd Terhorst - Branch Manager for Diversified Wealth Management