Background & History

JSA Financial Group is an independent financial firm serving clients’ best interests with objective advice and investment management focused on helping families and organizations attain their long-term financial goals. We implement effective strategies aligned with personal values. We invest responsibly with the goal of reasonable returns and a positive impact on our environment and society, and we’ve been at it for over 25 years.

We are also very proud to have earned B Corp certification, a designation for businesses who are rigorously committed to providing tangible benefits to the community and the environment. We are deeply concerned about climate change, wealth inequality, and disconnect of businesses to their impact on people and the planet. That’s why we stood up to be counted and hope to set an example to others in the financial service industry. Our aim is to do well by doing good!

Our Relationship with Commonwealth

Partnering with Commonwealth Financial Network®, one of the preeminent independent broker/dealers in the United States, ensures that clients are offered a wide variety of investment choices to complement their goals. Commonwealth helps JSA serve clients in a seamless and efficient manner by providing back office, investment, and technological support that includes online client account access through Investor360°®.

We are aligned with Commonwealth’s core values and commitment to the advisors it serves and to the people who work within its firm.  The five tenets of its mission statement are indispensable service, profitability, giving back, fun, and individual development. The result is a vibrant culture of dedicated individuals that inspires all of us at JSA to pursue our respective dreams and careers as well.

Our Commitment to Community

JSA has a firm-wide commitment to social and environmental responsibility. We believe it is our duty to be good stewards of the community in which we work and live as well as in the world we all share. As such, each JSA team member is provided with paid volunteer days off work and is encouraged to give back through volunteer work or by providing their expertise as volunteer board members.

We are pleased to provide these organizations with our time and financial support:

  • Bamboo Bend Project
  • Bard MBA in Sustainability
  • Columbia Land Conservancy
  • Ferncliff Forest
  • Food and Water Watch
  • Hudson River Watershed Alliance
  • Interact Club of Rhinebeck High School
  • Riverkeeper
  • Rotary International
  • Shelterbox
  • Sustainable Hudson Valley

"We are so excited to introduce you to our financial planning practice, which has at its core the responsibility to put the interests of our clients first. This duty to our clients includes addressing the risks that environmental, social, and corporate governance factors have on our clients’ ability to attain their hard-sought-after financial and personal goals.”

~ Jeffrey Scales 

Proud to be a Member of

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Ceres Sustainability