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Wealth Management

Experience Matters

JSB Wealth Management provides you with a resource that can offer informed advice based on your individual needs and financial goals. Whether you are looking for growth, income, or tax advantages, we can assist you in making informed decisions to pursue your long-term financial goals.

Mission

Our Core Beliefs

We believe that our clients, armed with accurate financial information, will make intelligent financial decisions. Our objective is to give our clients the information they need to make these decisions with confidence.

Products and Services

JSB Wealth Management provides access to a wide range of investment products, including:

Investments

  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • 401(k)
  • Brokerage Accounts
  • Fixed Annuity
  • Variable Annuity
  • Educational IRA
  • 529 Plan

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Life Insurance
  • Health Insurance
  • Medicare Supplement
  • Disability Income Insurance
  • Long Term Care Insurance

 

Contact Mark Shade

The LPL Financial Registered Representative(s) associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, FL, IL, IN, MN, MO, MS, NV, NY, OH, TX, WV, WY.
Check the background of investment professionals associated with this site on FINRA’s Broker Check.

Securities and advisory services are offered through LPL Financial, a registered investment advisor and broker dealer (Member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Jersey State Bank or JSB Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using JSB Wealth Management and may also be employees of Jersey State Bank. These products or services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Jersey State Bank or JSB Wealth Management. Securities and insurance offered through LPL or its affiliates are: