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JRS Advisors

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Check the background of your financial Professional on FINRA’s

Financial Planning and Advisory Services are offered through Oakwood Capital, Inc., (OC) an SEC registered investment adviser firm. Brokerage services are offered by Oakwood Capital Securities, Inc., (OCS), a registered broker-dealer. OC and OCS representatives may only transact business in those states for which they are properly registered. For information pertaining to the registration status, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov) or FINRA’s BrokerCheck website (https://brokercheck.finra.org/). For additional information about OC, including fees and services, send for our disclosure statement as set forth on Form ADV from OC using the contact information herein. Please read the disclosure statement carefully before you invest or send money. This communication is offered as a source of general information about our services and is not intended as a solicitation, investment advice, or a recommendation.

JRS Advisors, LLC is not affiliated with OCS or OC and serves clients nationwide and has its office in Saint Louis Park, MN. For more information, contact us at (952) 935-2229 or jeff@jrsadvisors.com.

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