Let us help you with your personal lifetime goals. Are you preparing to retire? Do you need help rolling over your 401(k) into an IRA? Do you have an existing 401(k) at a previous employer? Let us work with you on an old fashioned one-on-one basis.
We'll help you navigate life's obstictles, and achieve your dreams. Your financial planning process begins with our detailed Financial Health Template. It breaks down your income, expenses, assets, and liabilities. We can give you a summary of your current overall financial health, and begin providing on going advice to achieve your dreams!
OUR 401(K) MANAGEMENT PHILOSOPHY IS SIMPLE:
-Proactive Contact with Every Plan Participant
-Ongoing Employee Education with Easy-to-Understand Investment Basics
-Regular Company Location Visits
-Individualized Independent Investment Advice with Daily Monitoring of Participant Accounts
-Quarterly Due-Diligence and Compliance Reviews with Plan Administrator
JA Investment Management was founded by John Arthur in 2005. JA Investment Management is an independent and private financial advisory firm that specializes in private asset management, 401(k) management, and general financial education.
From 2001-2005, John was an Investment Executive with Ferris, Baker Watts, Inc. in Charleston, West Virginia.
From 1999 to 2001, John was a Financial Advisor with Merrill Lynch in Huntington, West Virginia.
John graduated from Marshall University in 1999. He received a BBA Degree in Finance. He also holds a Minor in Economics and Communications. While at Marshall he was the President of the Financial Management Association and was an intern for Merrill Lynch.
John is currently the Assistant Varsity Basketball Coach for Teays Valley Christian School. John is also a past President for the Marshall University Quarterback Club of Charleston, and a former President of the Board of Directors for the Museum in the Community in Hurricane, WV. He is the academy owner and head instructor at Relson Gracie Jiu-Jitsu of West Virginia. John, and his son Ayden, started a lifestyle brand in 2023, abstrakt.vip.
(Passive)
(Active)
(Negotiable)
(Billed Quarterly)
We believe that for investors to achieve overall financial success they must consistently manage, plan, and review the following 5 aspects of their lives:
-Monthly Budget
-Debt Reduction
-Short-Term Savings
-Retirement Savings
-Other Investments.
We also believe that investors should constantly educate themselves in an always changing economic environment, work with a fee-based financial advisor, be knowledgeable on the 5 broad asset classes (cash, fixed income, equities, real estate, and commodities), use all available forms of research, and have a detailed financial plan.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Prestige Park Dr, Hurricane, West Virginia 25526, United States
Monday - Friday: 9am - 4pm
By appointment only
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