JS Replogle & Associates LLC

JS Replogle & Associates LLCJS Replogle & Associates LLCJS Replogle & Associates LLC

(540) 828-2675

  • Home
  • Fee-Only Adviser
  • Financial Services
  • Pillars of Value
  • Risk Number
  • Newsletter / Video
  • More
    • Home
    • Fee-Only Adviser
    • Financial Services
    • Pillars of Value
    • Risk Number
    • Newsletter / Video

(540) 828-2675

JS Replogle & Associates LLC

JS Replogle & Associates LLCJS Replogle & Associates LLCJS Replogle & Associates LLC
  • Home
  • Fee-Only Adviser
  • Financial Services
  • Pillars of Value
  • Risk Number
  • Newsletter / Video

Welcome

Invest with Confidence: Financial and Investment Planning

Invest with Confidence: Financial and Investment PlanningInvest with Confidence: Financial and Investment PlanningInvest with Confidence: Financial and Investment Planning

Helping you plan a bright future.

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DO YOU KNOW YOUR RISK NUMBER?

  

JS Replogle & Associates has implemented Nitrogen, the world’s first risk alignment platform, which mathematically pinpoints how much risk investors want, how much risk they currently have in their portfolio, and how much risk they need to take to reach their goals. 


Built on a Nobel Prize-winning framework, Nitrogen quantifies the semantics of the financial advice industry, replacing confusing and subjective terms like “moderately conservative” and “moderately aggressive” with the Risk Number®, a number between 1 and 99 that pinpoints a client’s exact comfort zone for downside risk and potential upside gain with a 95% Historical Range. Financial professionals then build an investment portfolio to match the client’s Risk Number and chart a clearly defined path to achieving the client’s goals.


Nitrogen was twice named one of the world’s ten most innovative companies in finance by Fast Company Magazine and has appeared twice on the Forbes FinTech50 list.

  

“Successful long-term financial outcomes are built by investors making one good short term decision at a time, and that only happens when great financial professionals equip them to do so,” said Aaron Klein, CEO at Nitrogen. “It’s so great to see JS Replogle & Associates using the Risk Number to help their clients understand and react to risk appropriately, because that’s ultimately how amazing financial professionals turn clients into fearless investors.”

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About Us

Planning Futures

A Proven Approach

A Proven Approach

Since 2000, our financial advisors have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our professionals would be glad to help. 


A Proven Approach

A Proven Approach

A Proven Approach

We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.

Why Us?

A Proven Approach

Why Us?

Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity.  And you can count on unbiased recommendations and impartial guidance.

Our Team

Principal Advisor (Series 65)

Data & Technical Advisor (Series 65)

Data & Technical Advisor (Series 65)

Jim began this business as a consulting firm with a particular interest in deferred gift planning.  He holds a BS in Psychology and Sociology and a Master of Management.

Data & Technical Advisor (Series 65)

Data & Technical Advisor (Series 65)

Data & Technical Advisor (Series 65)

Eric has a BS in Business/Finance and achieved his Series 65 in 2010.  He is also a Notary Public (Barkey Notary Serivces) and serves on several boards; including the Harrisonburg-Rockingham Chamber of Commerce (HRCC).

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JS Replogle & Associates LLC

107 Breezewood Terrace, Bridgewater, Virginia 22812, United States

(540) 828-2675

Hours

Monday - Friday: 9am - 5pm

Saturday - Sunday: By appointment


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