About Our Company

JJ's Design Financial Group offers a broad range of financial solutions for private and public institutional investors. We service our clients on a global basis with our headquarters in San Jose, CA

JOur team of highly committed and experienced professionals work with our clients to help them meet their investment objectives. We offer more than just superior trade execution. JJ's Design Financial Group provides its clients with a variety of tools designed to enhance the investment analysis and decision making process.

JJ's Design Financial Group, Inc offers a cash management program, which allows governmental entities the opportunity to maximize earnings on all available operating cash while maintaining compliance with State and Local investment policies and guidelines.

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Where Diversity and Finance Meet

 We are a full service financial firm that can assist your company with employee benefits for both group and individual, medical and nonmed benefits, retirement plans, buy-sell agreements and highly compensated employee packages. We broker all major carriers and can develop a business plan that affords you our expertise and certification. Utilizing our firm allows our clients to comply with indirect and direct credit for Small Business and Service Disabled Veteran utilization requirements by adding this to your Federal Subcontracting Plan.

JJ's Design Financial offers a variety of value-added financial products and services to help the institutional investor with their investment activities. In addition to superior fixed income and equities trade execution, we help our clients with their portfolio research, strategy, analysis, and evaluation.

On the fixed income side with access to virtually every category of fixed income securities, we offer market analysis, portfolio evaluation, access to trading liquidity and competitive pricing on every transaction. On the equity side our experienced traders employ advanced trading strategies including a wide range of “State of the Art” algorithms. As an agency trader we offer superior execution in all domestic.

Fixed Income

Global Equities

Annuities

Money Market Funds

Cash Management Programs

Portfolio Analytics