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Approaching retirement
Bringing 401(k)s, 403(b)s and IRAs together into one plan, and deciding how much to set aside and where it should sit.
Who we are
A comprehensive financial services firm committed to helping you achieve your long-term financial success.
Boutique attention, institutional backing
Working with a boutique investment firm means a more personal approach to your financial life. You work directly with an advisor who takes the time to understand your priorities, offers guidance tailored to your goals, and stays involved as your needs evolve.
JEZ Capital is an independent branch of Garden State Securities, Inc., a nationwide independent financial services firm serving clients around the globe, with over $1 billion in assets under management across all of its companies and partners.
Our focus is retirement and the long view that comes with it: building the plan for your own retirement, then putting estate, education and tax plans in place so your wealth can serve the generations that follow.
Our principles
Four words every recommendation answers to
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Strength
Backed by Garden State Securities, a full-service independent brokerage serving clients for over 30 years.
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Stability
Long-term planning built around your goals, not the market's mood — steady guidance through every cycle.
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Integrity
A relationship built on candor. Clear fees, straight answers, and advice that puts your interests first.
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Independence
As an independent practice, we answer to our clients — free to recommend what fits, not what's on a shelf.
Who we serve
Planning for every chapter of retirement
Whether retirement is a decade away or already here — and whether you're planning for yourself or for the people who come after you.
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In retirement
Turning savings into income, coordinating withdrawals with taxes, and keeping the plan current as life changes.
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Families & business owners
Estate and college plans for the next generation, and SEP, SIMPLE, profit-sharing and 401(k) plans for owners.
Asset custody
Safekeeping for your assets
Your assets are held with Charles Schwab or Axos Clearing, depending on your account, while JEZ Capital focuses on your financial plan and investment strategy.
These established custodians provide the infrastructure for safekeeping your investments, maintaining account records, and accessing your account information. Learn more about their safeguards through Charles Schwab and Axos Clearing.
Questions about the firm?
Just ask.
Call or email — we'll respond as promptly as registration rules allow.