The JaaFal Mission:
To provide objective retirement guidance and unbiased investment advice to our client-employers through JaaFal Advisors, Inc.
To deliver objective retirement guidance and unbiased investment advice to our client-employees.
To develop industry-leading services that utilize technology-enhanced solutions.
To offer an unparalleled array of investment options.
To serve our client-employers and client-employees with integrity and equal vigor.
Founded May 1999
Strategic acquisitions throughout the United States
Office openings strengthen presence in key markets
Average of 25 years experience in each office specifically in retirement
Kent Buckles – President and Chief Executive Officer, JaaFal, Inc.
Alan Dick – Executive Vice President, National Retirement Services, JaaFal, Inc.
Mark S. Sommers – Senior Vice President, National Retirement Services Practice Leader, JaaFal, Inc.
Mark Gensheimer – Founder, Senior Vice President of Sales & Marketing, JaaFal, Inc.
Christian Echavarria – Founder, Senior Vice President of Investment Services, JaaFal, Inc.
Jeff Graves – Senior Vice President, Chief Technology Officer, JaaFal, Inc.
Nick Battaglia – Vice President of Finance & Treasurer, JaaFal, Inc.
671 employees nationwide
Employees have strong financial services and retirement expertise
More than 7,000 plans
Over 550,000 plan participants
All market segments: small, mid and large plans
Full range of plan types: see our Retirement Plan Alternatives