Chad E. Kirschenblatt, Managing Partner and Daniel Sakol, Managing Director, JRS Financial ServicesChad E. Kirschenblatt, Managing Partner and Daniel Sakol, Managing Director
Maintaining financial regulatory compliance has become a priority for financial organizations, regardless of size and maturity. In the U.S.’s burgeoning small to medium-sized business (SMB) arena, factors like limited capital, industry know-how, and financial compliance expertise hinder firms from staying up to date with the changes in the regulatory landscape. Simultaneously, C-suite members of SMBs are often juggling multiple responsibilities, depriving them of the much-needed time to educate themselves and address the ever-evolving regulatory mandates.

JRS Financial Services alleviates the organization’s burden in these situations and leverages its extensive knowledge and experience in the financial services industry to assist businesses in overcoming their time and cost constraints. Through its seasoned team of financial industry experts, JRS Financial Services offers practical advice, integrated technologies, regulatory assistance, and tailored solutions to help clients meet ever-growing demands in a timely- and cost-effective manner enabling them to focus on promoting growth.

The team at JRS offers a wide range of tailored back-office financial services from regulatory reporting, budgeting and analysis to capital raising and custom software implementation and integration. JRS bases the philosophy of its operations on Managing Partner Chad Kirschenblatt’s theory that each client is unique and more than a client. In his words, “We treat every client like they are our only partner, and instead of sending a bundle of template forms to fill out, we sit down with them to custom-tailor solutions that best fit their needs. “

A crucial component that differentiates JRS Financial Services is its emphasis on becoming an active member of a client’s management team to guide them in preventing structural and regulatory issues that will haunt them further down the road.
“We are more than a company that occasionally offers consulting services. We utilize our consultative relationship with our clients, enhancing their day-to-day operations, promoting their growth, and supporting them in becoming a better and financially compliant firm,” Daniel Sakol, managing director of JRS Financial Services.
  • We treat every client like they are our only partner, and instead of sending them a bundle of template forms to fill out, we sit down with them to custom-tailor solutions that best fit their needs


Over the years JRS has played a significant role in helping its clients and partners navigate the financial regulatory waters of FINRA and the Securities and Exchange Commission (“SEC”). In this role, they have often had to repair a new client’s previous methods and implement new protocols and processes that would allow a struggling organization to successfully withstand an SEC inspection. To help clients maintain successful compliance after regulatory reviews, JRS often has to implement one of their custom compliance solutions. Providing these services exemplifies how JRS Financial Services takes a hands-on approach with clients and can help them promote structural stability and even growth. While the impact of their approach on mature businesses cannot be ignored, it is even greater when it comes to new broker-dealers. Due to their vast experience, JRS can play a key role with new broker-dealers and help stream the registration process and implement “best practices” and protocols, laying the groundwork for growth and future success.

JRS Financial Services can offer consultative services, custom financial and compliance solutions, and cutting-edge integrated technologies, all enduring that they will remain a significant player in the financial compliance market, providing clients with unmatched expertise to thrive in complicated and increasingly strict regulatory environments.