1/ Schedule a phone call, virtual call, or in-office meeting with JA for an initial interview.
2/Simply open an account in office, or over the phone with our electronic signature.
3/ If you are transferring an account in, provide your account information.
4/ If you are rolling over a 401(k), complete a rollover request with your existing plan.
5/ Rollovers and transfers will be deposited in just a few business days.
