IT Support for

Financial Advisors

In the financial advisory world, uptime, security, and compliance are non-negotiable. Your firm handles sensitive client financial data, communications, and investment details daily. JNT TEK delivers dedicated IT support for financial advisors that prioritizes client data protection, SEC and FTC compliance, and business continuity—so you can focus on advising your clients without worrying about IT.

Book A 10-Minute Discovery Call

 
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Common IT Pain Points for Financial Advisors We Solve 

Downtime During Client Meetings or Critical Reporting:
Downtime means missed opportunities and reduced client confidence. Our 3.5-minute average response time ensures your systems are available when you need them most.

SEC, FTC, and Compliance Pressures:
Financial advisors must adhere to SEC cybersecurity guidance, FTC Safeguards Rule, and other regulatory frameworks. We implement compliant, secure IT environments and provide documentation ready for audits.

Cybersecurity Threats:
Cybercriminals actively target financial firms for their sensitive client data. We protect your business from phishing, ransomware, and insider threats with comprehensive, layered cybersecurity.

Outdated Infrastructure:
Slow, unstable systems reduce productivity and increase risk. We modernize your IT infrastructure for faster, more secure operations while preparing your firm for future growth.

Lack of IT Strategy:
Technology should enhance—not hinder—your firm's ability to serve clients. We provide strategic IT consulting to ensure your infrastructure aligns with your business goals.

Why Financial Advisors Choose JNT TEK 

3.5-Minute Average Response Time: Get fast, reliable support to keep client meetings, reporting, and day-to-day operations on track.

Compliance-Focused IT: We help financial advisors meet SEC, SOC 2, and FTC Safeguards Rule compliance requirements with proven, audit-ready processes.

Financial Industry IT Expertise: We understand the needs of financial advisors and wealth management firms, including client confidentiality, secure communication, and remote accessibility.

Dedicated IT Strategists: We don't just fix problems—we advise private equity firms on scalable, secure, and cost-effective IT strategies aligned with their growth.

24/7 Help Desk: Support available whenever you need it—whether after hours, on weekends, or during tax season.

Advanced Cybersecurity: Multi-layered security including endpoint protection, firewalls, MFA, and phishing defense tailored to financial-sector threats.

Client-Centric Communication: We deliver clear, no-nonsense guidance and solutions. No IT jargon—just actionable support.

24/7
Proactive Support

50-200
Knowledgeable Employees

3.5
Minute Response Time

1,000+
Endpoints Managed

Our Services

At JNT TEK, we provide comprehensive IT services tailored to meet the diverse needs of businesses. Our expertise ensures your technology operates seamlessly, securely, and compliantly, enabling your organization to thrive.

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Cloud Services

Modernize your business operations with secure and scalable cloud solutions. From cloud migration to ongoing management, we provide seamless access to your data and applications anywhere, anytime. Our cloud services enhance collaboration, reduce costs, and provide flexible infrastructure that grows with your business.

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Cybersecurity Services

Protect your business from cyber threats with our proactive cybersecurity solutions. We provide firewall management, intrusion detection, multi-factor authentication, and endpoint protection, ensuring your sensitive data is secure from unauthorized access. With continuous monitoring and threat detection, we keep your IT environment safe.

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Data Backup & Recovery Services

Data is one of your most valuable assets, and our backup and recovery solutions ensure it's never at risk. We implement automated backups and fast recovery systems, safeguarding your critical information from accidental loss, cyberattacks, or hardware failure. In case of an incident, we guarantee minimal downtime and swift restoration.

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Disaster Recovery Services

Be prepared for the unexpected with our disaster recovery services. We develop customized recovery plans, perform risk assessments, and implement strategies to ensure your business can quickly resume operations after a disaster. Whether it's a cyberattack or natural event, we help you minimize disruption and recover swiftly.

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IT Compliance Services

Regulatory compliance is critical to protect your business and customer trust. We provide tailored IT compliance services, ensuring your systems meet all necessary standards and regulations. From assessments to documentation, we help you maintain a compliant IT environment and avoid penalties.

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PCI Compliance

Secure your payment processing systems and protect customer payment data with our PCI compliance services. We ensure your business meets all Payment Card Industry Data Security Standards (PCI DSS), providing the necessary controls to safeguard cardholder information.

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HIPAA Compliance

Healthcare organizations must protect sensitive patient data. Our HIPAA compliance services ensure your IT systems are configured to meet HIPAA standards, with robust security controls, data encryption, and audit readiness to protect electronic health information (ePHI).

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FTC Compliance

Safeguard consumer data and comply with Federal Trade Commission (FTC) requirements with our IT compliance solutions. We ensure your IT systems meet regulatory expectations, including secure data handling, breach notification readiness, and adherence to privacy standards.

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IT Help Desk Services

Our IT help desk is available 24/7, providing immediate assistance to resolve technical issues quickly and efficiently. With an average response time of just 3.5 minutes, our team minimizes disruptions to your business. We handle troubleshooting, connectivity problems, and software support to keep your team productive.

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Managed IT Services

Let us handle the day-to-day management of your IT environment so you can focus on growing your business. Our managed IT services include continuous monitoring, proactive maintenance, and regular updates. We ensure your systems are secure, reliable, and optimized for maximum performance.

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Outsourced IT Support

Outsource your IT needs to JNT TEK and gain access to a skilled team of IT professionals. Our outsourced IT support is flexible and scalable, adapting as your business grows. From routine IT management to strategic guidance, we act as your external IT department, providing cost-effective solutions and expert service.

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Microsoft 365 Services 

Maximize productivity and collaboration with Microsoft 365. We provide setup, integration, and support for the full suite of Microsoft 365 tools, including Teams, SharePoint, and Outlook. With robust security features and seamless access across devices, Microsoft 365 enables your team to work efficiently from anywhere.

Frequently Asked Questions – IT Support for Financial Advisors 

Do you understand the regulatory requirements financial advisors face?
Yes. We regularly work with firms under SEC, FTC, and SOC 2 obligations. We build and manage IT environments that satisfy data protection and cybersecurity standards required for financial advisors and wealth management firms.
Can you assist with FTC Safeguards Rule and SEC cybersecurity compliance?
Absolutely. We help you navigate and meet compliance requirements, including technical controls, access restrictions, encryption, monitoring, and the documentation needed to pass regulatory audits.
How fast do you respond to IT support requests?

We maintain an average 3.5-minute response time. We know how important system availability is during client-facing activities, reporting deadlines, and regulatory filings.

What kind of cybersecurity protection do you provide?
We deliver multi-layered protection, including endpoint detection and response (EDR), managed firewall, multi-factor authentication, secure email filtering, encryption, and ongoing threat monitoring tailored for the financial services industry.
Do you support financial advisors working remotely or across multiple offices?

Yes. We help firms securely connect employees across offices or remote locations, giving your team secure access to client data, financial systems, and collaboration platforms

What’s included in managed IT services for financial advisors?

Our managed IT services include 24/7 help desk, proactive monitoring, infrastructure management, cybersecurity, compliance assistance, backup and disaster recovery, and vendor management—all customized for financial advisory firms.

Can you help us prepare for audits?

Yes. We ensure that your IT infrastructure is audit-ready with clear documentation, implemented controls, and ongoing compliance checks. We help you pass audits smoothly and confidently.

Why is JNT TEK the right IT partner for financial advisors?

We specialize in working with financial firms who handle highly sensitive client data and operate under strict compliance requirements. Our combination of fast response times, cybersecurity expertise, and regulatory knowledge makes us the ideal partner for financial advisors.

Get Trusted IT Support for Your Financial Advisory Firm 

With JNT TEK, you don't just get IT support—you get a strategic partner committed to securing your data, maintaining compliance, and optimizing your operations.


Contact us today to schedule your free IT assessment and discover how we help financial advisors operate more securely and efficiently.

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Here's What Our Clients Are Saying About Our Services:

★★★★★

Thorough, Knowledgeable And Reliable IT Support

JNT TEK consistently goes above and beyond to address our cloud and IT support needs, always taking the time to understand our issues and deliver effective solutions. Compared to other IT firms we've worked with, the JNT TEK team is a standout for their expertise, patience, and friendly...

JNT TEK consistently goes above and beyond to address our cloud and IT support needs, always taking the time to understand our issues and deliver effective solutions.

Compared to other IT firms we've worked with, the JNT TEK team is a standout for their expertise, patience, and friendly approach, making every interaction a great experience.

If you're in search of an IT partner, JNT Tek is the way to go. Their commitment to excellent service and readiness to assist make them the ideal choice for any IT needs.


Lisa

Vice President of Operations and Strategic Initiatives
Healthcare Association

JNT TEK helped us build a Stable IT Infrastructure

JNT TEK provides us with tools and systems to minimize outages and eliminate our security concerns. There is a plan to help us navigate the complex world of Cyber Security and reduce risk so that our business stays running. They have a team of engineers with different expertise to help us...

JNT TEK provides us with tools and systems to minimize outages and eliminate our security concerns. There is a plan to help us navigate the complex world of Cyber Security and reduce risk so that our business stays running.

They have a team of engineers with different expertise to help us when we have questions. JNT TEK's engineers are friendly, helpful and resolve issues quickly.

I've been with various IT firms over our last 40+ years in business, and JNT TEK is by far the best we have worked with!


Brad

Owner
Property Management Services

JNT TEK Takes Care Of The IT So We Can Take Care Of What’s Important – Our Residents And Patients

Being a mid-size company providing healthcare and senior care with multiple locations in different time zones, having in-house IT did not work for us. Outsourcing our IT needs to JNT TEK not only met, but far exceeded our expectations. JNT TEK's ticketing system is very efficient and their...

Being a mid-size company providing healthcare and senior care with multiple locations in different time zones, having in-house IT did not work for us. Outsourcing our IT needs to JNT TEK not only met, but far exceeded our expectations.

JNT TEK's ticketing system is very efficient and their prompt response time for emergency IT needs keeps our operations up and running. Their staff is very knowledgeable and readily resolves our employees' issues through their remote access capabilities. This hasn't always been our experience when needing IT support.

With the constant changes in IT roles and the impact to our work environment, we rely more and more on experts to help navigate through those changes. Having JNT TEK as our IT experts allows us to put our time and effort where it belongs - taking care of our residents and patients. If IT is a necessity in your business - and it probably is - let JNT TEK take care of the IT so you can take care of what matters to you.


Dennis

Vice President of Operations
Health Services

JNT TEK Consistently Goes Above and Beyond

JNT TEK consistently goes above and beyond, delivering exceptional service—especially in urgent situations. Their technicians are patient, professional, and always treat us with respect. When we need immediate assistance, we can count on speaking with a real person, and their team takes...

JNT TEK consistently goes above and beyond, delivering exceptional service—especially in urgent situations. Their technicians are patient, professional, and always treat us with respect. When we need immediate assistance, we can count on speaking with a real person, and their team takes the time to address the root cause of issues rather than just quick fixes.

As a business owner, I appreciate their clear communication and respect for my time.

If you're looking for an IT firm that truly understands your needs, responds quickly, collaborates effectively, and treats you like a valued partner rather than just a ticket, JNT TEK is the perfect choice.


Herberto

Co-Owner
Electrical Services

Personalized, One-On-One Service

I really appreciate the personalized, one-on-one service we receive from the team. They understand our system inside and out, tailoring their approach to how we like things to run. This makes onboarding, offboarding, and general IT support seamless. I also love that they handle a wide range...

I really appreciate the personalized, one-on-one service we receive from the team. They understand our system inside and out, tailoring their approach to how we like things to run. This makes onboarding, offboarding, and general IT support seamless.

I also love that they handle a wide range of IT needs, including sourcing quotes for us, which saves time and effort. The level of personalization—both for our company as a whole and for individual team members—is exactly what we were looking for.

Having all IT requests flow through me helps streamline communication, ensuring a smooth and efficient process with their team. If you're considering JNT, I'd say take the leap! Their service is truly customized to fit your business needs, and if any concerns arise, Dave and Chris are always quick to address and resolve them.


Ineba

Executive/Office Assistant
Financial Services

Free Time

Working with JNT TEK has freed up my time by taking care of ongoing technical issues that used to consume my attention. Before JNT TEK, we had an in-house IT team, which often lacked the broad expertise we needed. JNT TEK's team can handle a wide range of issues, providing comprehensive support...

Working with JNT TEK has freed up my time by taking care of ongoing technical issues that used to consume my attention. Before JNT TEK, we had an in-house IT team, which often lacked the broad expertise we needed. JNT TEK's team can handle a wide range of issues, providing comprehensive support that's essential for our business.

I highly recommend JNT TEK—my experience has been fantastic. They understand the challenges of working with limited resources in a small business, yet they're able to deliver enterprise-level solutions when we need them.


Eric

Owner
E-Commerce

JNT TEK Adds Real Value

We've gained tremendous confidence in JNT TEK, especially after their successful handling of large-scale projects, such as replacing all the cabling in our facilities. The positive outcomes reassured us that their team is reliable in delivering the best solutions, whether for large or small...

We've gained tremendous confidence in JNT TEK, especially after their successful handling of large-scale projects, such as replacing all the cabling in our facilities. The positive outcomes reassured us that their team is reliable in delivering the best solutions, whether for large or small projects.

JNT TEK adds real value to our business by always ensuring their work aligns with our priorities and goals. This flexibility enables us to focus on what matters most to our company. Dave consistently takes the time to understand our unique needs and goes above and beyond to provide efficient, effective solutions for any challenges we face.


Carolina

Controller & Operations Manager
Manufacturing