Research Financial Strategies Employee Directory

Q: What is Research Financial Strategies known for?

Research Financial Strategies was founded in 1992. Research Financial Strategies operates in the Financial Services industry.

Q: Who are Research Financial Strategies's key employees and leadership?

Research Financial Strategies's key employees include: Founder And Ceo: J. J. R., Chief Marketing Officer: J. S., Vp Of Business Development: J. S., Founder And Chief Executive Officer: J. R..

Financial ServicesMaryland, United States11-50 Employees

Research Financial Strategies is an SEC Registered Investment Advisor which provides comprehensive wealth management and financial planning services to over 800 families in  33  states.  The Research Financial Strategies' portfolio modeling  system uses a unique "sell side" discipline with an aggressive focus on risk management  and avoiding market "draw downs" during bear market corrections. RFS clients cover the full demographic range of American investors from school teachers to ultra affluent professionals and business owners. 
Research Financial Strategies has a lengthy list of clients who have agreed to provide references to our prospective clients wishing to verify the quality of our services and portfolio management results.

Find Research Financial Strategies employees' phone numbers or email addresses

Research Financial Strategies Global Highlights

North America
19

United States Of America
19

Research Financial Strategies's Leadership

J. S.
Chief Marketing Officer
Mobile Phone
Email
J. S.
Vp Of Business Development
Mobile Phone
Email
J. J. R.
Founder And Ceo
Mobile Phone
Email
J. R.
Founder And Chief Executive Officer
Mobile Phone
Email
J. P. M.
Key Account Manager
Mobile Phone
Email
J. B. K.
Wealth And Investment Advisor
Mobile Phone
Email
C. G.
Certified Wealth Strategist
Mobile Phone
Email
J. C. M. C.
Financial Wealth Advisor
Mobile Phone
Email

Contact profiles from Research Financial Strategies

Name

Title

Contact Info

Location

Last Update

J. J. R.
Founder And Ceo
Mobile Phone
Email
United StatesMaryland
Oct 21, 2025
J. R.
Founder And Chief Executive Officer
Mobile Phone
Email
Oct 23, 2024
J. S.
Chief Marketing Officer
Mobile Phone
Email
United StatesMaryland
Oct 21, 2025
J. S.
Vp Of Business Development
Mobile Phone
Email
United StatesMaryland
Oct 24, 2025
J. P. M.
Key Account Manager
Mobile Phone
Email
United StatesDistrict of Columbia
Oct 17, 2024
J. B. K.
Wealth And Investment Advisor
Mobile Phone
Email
United StatesGeorgia
Oct 21, 2025
C. G.
Certified Wealth Strategist
Mobile Phone
Email
United StatesVirginia
Oct 18, 2024
J. C. M. C.
Financial Wealth Advisor
Mobile Phone
Email
UNITED STATES
Apr 05, 2023
R. S.
Investment Advisor Representative
Mobile Phone
Email
UNITED STATES
Apr 25, 2025
Z. R.
Client Service Associate
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Research Financial Strategies known for?

Research Financial Strategies was founded in 1992 operates in the Financial Services industry. The company's main headquarters is located in 2273 Research Boulevard, Suite 101. Explore Research Financial Strategies's company overview page for more information.

What is Research Financial Strategies's most common email format?

Research Financial Strategies employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Research Financial Strategies email formats with LeadIQ.

How many employees does Research Financial Strategies have currently?

Research Financial Strategies has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Research Financial Strategies's key employees and leadership?

As of December 2025, Research Financial Strategies's key employees include:

Chief Marketing Officer: J. S.
Vp Of Business Development: J. S.
Founder And Ceo: J. J. R.
Founder And Chief Executive Officer: J. R.
Key Account Manager: J. P. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking