We are Wealth Management Professionals that specifically focus in the areas of Retirement Income Planning and Insurance.

Our primary focus:
1. Life Insurance
2. Disability Income Insurance
3. Investments
4. Tax Reduction Strategies

Clients: Families, Business Owners, Key Executives and Physicians

Philosophy: Our Financial Goals should be to leave the biggest legacy and contribute the most for our families to make it more comfortable for our next generation.

Our practice offers:
Professional expertise, Comprehensive Financial Services, and Peace of mind knowing that your future is protected.


Jeremy has spent his career in the Financial Industry helping families, business and physicians become better informed, organized, and prepared for their future financial needs.

Prior to starting JBJ Financial Services Jeremy worked as a broker for Transamerica which gave him the opportunity to work in many traditional and non-traditional markets.

Jeremy has built a strong relationship in the community mentoring young professionals and currently sits on the Board of Directors for the Korean American Coalition of Chicago.

As a husband he understands the importance of family and making time to enjoy and live life. He and his wife Jooyoung currently live in the Lake view neighborhood and are avid Chicago Bears and Cubs fans.

Call or email Jeremy today to find out how he can help you reach your most important financial goals.


Licensed in: Alabama,Arkansas,Arizona, California, District Of Columbia, Florida, Georgia, Illinois, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, North Carolina, New Jersey, New Mexico, Nevada, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Wisconsin

JBJ Financial Services nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.