At J.R. Financial, we are passionate about demystifying the world of finance and making it accessible to everyone. We believe that financial literacy is the foundation for economic empowerment and a brighter future. That’s why we invest our time and resources into community outreach. Through a variety of initiatives, including seminars, webinars, school visits, partnerships with local organizations, and other endeavors, we actively engage with the public to provide educational opportunities.
Our team of experienced financial advisors are dedicated to breaking down complex concepts, answering questions, and addressing common misconceptions. We are proud to play an active role in fostering financial literacy within our community. Please contact us if you are interested in having J.R. Financial speak or present at absolutely no cost to you or your organization.
Upcoming Events:
Our CMO and VP of Community Outreach, Andrew Christian, presented at James Lick High School about saving and investing long-term. He also hosted a lunch
Last Tuesday, J.R. Financial hosted a Financial Education Seminar for the parents of Trace Elementary School. Andrew Christian, our CMO & Vice President of Community
Yesterday, J.R. Financial joined Silicon Valley Pride in Downtown San Jose, and we had a wonderful time connecting with our diverse & proud community! We
J.R. Financial had a blast in yesterday’s Rose, White & Blue Parade, San José’s 4th of July Parade! Our team members James, Jenna, Steven &
J.R. Financial had a great time at Viva CalleSJ! Thank you to everyone who stopped by our booth to see us, chat, & play our
Last Saturday, March 11th, J.R. Financial was at the opening day for San Jose American Little League as a 2023 sponsor. We enjoyed watching the
This week, our CMO & Vice President of Community Outreach Andrew Christian, visited Pioneer High School in San Jose to present a Financial Education Workshop.
Welcome to February, which celebrates Black History Month! J.R. Financial is honoring those in our community who continue supporting African American histories, traditions, and culture
Last Friday, J.R. Financial hosted a Financial Education Seminar for the parents of Trace Elementary School! We covered a variety of topics such as college