Fast Facts
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.
JaaFal History:
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
Key Executives:
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.
JaaFal Employees:
671 employees nationwide
Employees have strong financial services and retirement expertise
Clients:
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
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