Our Thoughts

FJY Financial receives prestigious 2015 Schwab Pacesetter IMPACT Award™

The Schwab IMPACT Awards® are selected annually by a judging panel of industry experts and veterans and recognize independent registered investment advisor firms for their stand out performance. Schwab honors firms that have advanced the industry and have achieved success through exemplary business practices.

On Thursday, November 12, 2015 at Schwab’s annual IMPACT conference, FJY Financial was awarded the 2015 Pacesetter IMPACT Award™. Schwab’s award was in recognition of FJY Financial as a leader of the future – an up-and-coming independent advisory firm with a track record of less than 10 years. FJY received this award based on their initiative, growth, and promise, as well their focused use of technology as a way to extend its reach, responsiveness and growth.

Jon Yankee, CEO of FJY Financial commented on the award, “We are honored to have been recognized by Schwab for our innovative efforts. Since our inception, we have demonstrated excellence in all areas of business management. We have been a recognized forward thinker in the area of hiring and training, offering our team extraordinary benefits. In addition, we are a ‘paper-free’ office that has employed state-of-the art technology tools to make us more efficient and productive.”

As part of the award, Schwab will be making two donations totaling $15,000 on behalf of FJY. FJY has selected the NAPFA Consumer Education Foundation and Be the Match Foundation to receive the donations. Marjorie Fox has been a long time member of NAPFA where she has personally been actively involved in the mission of the NAPFA Consumer Education Foundation (NCEF) to change lives through pro-bono financial advice. The Be the Match Foundation donation will be made in the name of Mathias Giordano, a local VA 13 year old who died from bone cancer earlier this year. Like Jon Yankee’s son and daughter, Mathias was an active soccer player. Upon his diagnosis, his parents actively worked to get VA license plates created to improve childhood cancer awareness.

Link to Schwab’s website: http://www.impact.schwab.com/awards/

FJY Financial and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by FJY Financial. The Pacesetter IMPACT Award™, part of Schwab’s IMPACT Awards® program, is not an endorsement, testimonial endorsement, recommendation or referral to FJY Financial with respect to its investment advisory and other services.