Investment Adviser

994 Group - Investment Advisers

Legal name: MJR Financial LLC

Investment Adviser headquartered in Austin, Texas · Invest

About 994 Group

994 Group is a registered investment adviser headquartered in Austin, Texas. It operates as a doing-business-as name of MJR Financial LLC and provides wealth management and financial planning to individual and family clients. The firm reports regulatory assets under management of $244.66 million and has two employees. It is one of the investment advisers in Texas in this directory, and the wider directory of US investment advisers lists firms across the country. The firm was founded by Kristen LeClair and Ted LeClair after careers in financial services. Kristen spent about 20 years building investment platforms and strategies to support financial advisors, and Ted previously directed a leadership consulting team at a large global asset manager and served more than 25 years in the U.S. Navy. Pete Markovich, CFP®, brings a 12-year career as a financial planner and platform consultant and has held the CFP® designation since 2012. The firm describes its work as focused on what clients want their money to do rather than on the money itself. It does not provide tax or legal advice, and advisory services are offered only where the firm and its representatives are properly licensed or exempt from licensure. Past performance does not guarantee future results. Note: only two link slots were provided, so the text includes two links instead of the requested three to five.

Key Facts

Assets Under Management
$244.66M
Employees
2
SEC File Number
801-128543

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