“We definitely “know our clients” and that’s the best part of this business. As we go through these processes with families, we become part of their plans for the future. We celebrate their successes and we are here during difficult times to help them through. It’s a relationship that goes well beyond the dollars and cents and my whole team feels it.”
Spending her college vacations working in Yellowstone National Park, Judy Singleton developed a deep love and appreciation for the parks and the outdoor spirit of Wyoming. Finally returning to Jackson Hole in 1985, Judy was determined to make Wyoming her permanent home!
Judy started the Raymond James office in Jackson Hole in 1994 located at the Jackson State Bank and Trust, the largest bank in the State of Wyoming. Establishing herself as a knowledgeable and trusted advisor, on July 1, 2008, Judy opened an independent practice and founded J Singleton Financial (JSF) just off the famous Jackson Hole Town Square. Currently serving as President and CEO, Judy has more than 20 years of experience in financial services and has built a team of professionals with diverse financial backgrounds and together, they are committed to providing their clients the highest level of professionalism and personal service.
Judy recognizes that every client is at a different stage in their life and her objective is to discover where they are today, and where they want to be in the future. Judy works closely with her team to prepare a variety of investment planning tools and insurance products to provide clients with an individual financial plan. Recognizing that a financial plan starts “today”, Judy works closely with her clients to help ensure that the plan grows, changes and is modified as the client goes through different life-stages.
Keeping track of everyone’s lives, Judy is well-known to become part of a family’s extended financial plan, developing plans for children, spouses and grandchildren. Offering advice, direction and potential solutions to straight-forward and often complex situations, Judy relies on her team as well as outside professional resources to help ensure each client has the information they may need to make well-informed decisions based on their current and future needs, wants and goals.
As an independent Financial Advisor offering securities through Raymond James Financial Services, Judy and her team are able to offer investment products and services to help meet every financial situation. By thinking outside the box and researching a wide array of investment products, Judy is able to build a portfolio of investment products designed to meet each client’s individual financial goals. Judy’s professional licenses include: General Securities Representative (Series 7), General Securities Principal (Series 24), Combined State Registered Investment Advisor (Series 66), Municipal Fund Securities Limited Principal (Series 51) and she is a licensed Life, Accident, & Variable Annuity agent.
Judy believes she and her team have an obligation to invest back into the community they serve and she works closely with many local non-profit organizations, personally and with the JSF Team. Judy is a former board member with the Community Safety Network and has worked with Old Bill’s Fun Run for Charities since its inception 17 years ago. Raising over $100 million for over 200 charities, Judy has volunteered, organized and participated each year as part of the Old Bill’s Co-Challenger festivities. Judy is always quick to offer her time and resources to further the important work of several local charities. (Please see our “In Our Community” link for a list of organizations JSF and Judy support.)
When she isn’t in her office, Judy is an avid skier during the winter months and has amassed 30 years of Jackson Hole ski passes! During the summer months, Judy enjoys golfing and hiking the beautiful trails of Grand Teton and Yellowstone National Parks, where she feels most at home!
Raymond James is not affiliated with and does not endorse the above organizations and/or charitable causes.
At J Singleton Financial, located in Jackson, Wyoming, our team provides our clients the information they may need to choose the most suitable investment products and services for their specific financial needs, including asset management, retirement plans, trust services, managed accounts, 401(k) plans, life insurance and more.
J Singleton Financial
170 E Broadway Suite 100D
P.O. Box 508
Jackson, WY 83001