Join the Team
Join a Kingdom-Centered Firm Where Your Legacy Matters
Whether you're building your practice or planning your exit, Jervey Genesis Solutions offers a platform that honors your values, supports your growth, and protects your legacy.
Who We Are
Jervey Genesis Solutions (JGS) provides financial solutions every season of life.
We serve clients and advisors through our Private Wealth Solutions Platform, combining:
- 📘 Comprehensive Financial Planning
- 🛡️ Insurance & Risk Management
- 📊 Sophisticated Portfolio Management
- 💼 Business Planning (Exit, Acquisition, Succession)
- 🏛️ Estate & Legacy Planning
- 🤝 Philanthropic & Tax Strategy
We believe stewardship and legacy begin with structure, values, and vision.
Are You an Advisor Who Wants More Than Just a Paycheck?
We are actively seeking:
Growth-minded advisors looking to scale with full support
Legacy-focused sellers looking for a succession plan they can trust
Advisors burned out by compliance, tech, or back-office inefficiency
A Platform Built for Kingdom Builders
We don’t just offer a place to park your license — we provide the infrastructure and vision to help you grow, serve, and exit with purpose.
For Advisors Looking to Grow
- Full Back-Office Support (compliance, onboarding, service)
- Centralized Trading & Execution via Orion Trade Desk
- Proprietary FIT Assessment™ to deepen client engagement and other planning software
- Warm Lead Generation
- Tech Stack: Salesforce, Orion, Microsoft 365, FMG Suite, Holistiplan, and more
For Advisors Looking to Exit
- Seamless Succession, No Client Disruption
- Flexible Timelines & Buyout Structures
- Ongoing Brand or DBA Support
- Legacy Protection — We Honor Your Client Relationships
- Keep your name, plug into our back-end
Why JGS?
Why Partner With Jervey Genesis Solutions?
“This firm exists to help clients and advisors reach the promised land of purpose, peace, and financial freedom. We don’t just manage money. We disciple stewards.”
— Paul Jervey, CFP®
Ready to Build or Transition With Purpose?
Choose the path that fits you best:
Build Your Practice
Join our team and scale with support
Sell Your Practice
Exit confidently with a legacy-friendly successor
