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OUR MISSION

We Empower Businesses to Make Informed Decisions.

At JEDI Database Solutions, we understand the frustrations that come with managing client data because we’ve lived it. As a sister company of Elite Consulting Partners — the premier recruiting and consulting firm for financial advisors — we spent years  helping advisors transition firms and witnessed firsthand how messy, outdated data could slow growth, complicate compliance, and hurt client relationships. We built JEDI to solve that problem: a smarter, simpler way for advisors to organize, maintain, and leverage their client information.

MEET OUR TEAM

CEO & Founder

Frank LaRosa

Frank LaRosa, CEO of Elite Consulting Partners, is a sought-after industry leader providing transition and recruitment services as well as guidance and advice for financial advisors, wealth management professionals, and entrepreneurs. His expert opinion is frequently quoted in publications including Barron’s, Investment News, OnWallStreet, AdvisorHub, and Forbes Business Council. Frank is also the host of the top-rated podcast and YouTube Channel “Advisor Talk with Frank LaRosa”.

Call: (856) 316-4651
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Chief Information Officer

Sue Cheema

Sue is an information technology and Salesforce expert, with specialization in creating scalable strategies for CRM solutions implementation that amplifies enterprise productivity. Her responsibilities include maintenance and management of Salesforce data and processes, as well as Salesforce automation initiatives to enhance and accelerate the sales growth and overall efficiency of the Elite team.

Call: 856-266-9307
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Chief Marketing Officer

Brian Lutz

Brian Lutz brings an extensive background in digital marketing, AI, and sales leadership to Elite Consulting Partners. With a proven track record in advanced SEO and SEM strategies, Brian’s entrepreneurial vision and deep industry expertise are set to drive the development of Elite’s next-generation marketing initiatives. His role spans Elite Consulting Partners, Elite Marketing Concepts, and Elite Advisor Successions, where he will bring digital strategy to the forefront, expanding the reach of Elite’s services to financial advisors and industry professionals nationwide.

Call: 856-412-4345
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Senior Salesforce Administrator

Jason Horan

Jason Horan joins Elite Consulting Partners with a wealth of expertise in database management and solutions, along with Certified Salesforce Administrator skills that will be instrumental in enhancing the firm’s internal processes and supporting its high-level performance. Known for his approachable demeanor and dedication, Jason’s skills in workflow administration, dashboards, and database optimization will directly benefit Elite’s team and database management clients, driving efficiency and streamlined operations across the board.

Call: (856) 394-5971
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Talk To Our Team

Part of the Elite Ecosystem 

JEDI Database Solutions isn’t just another stand-alone software product. As part of the Elite Consulting Partners ecosystem, we’re uniquely positioned to support advisors before, during, and after major career transitions. Our solutions integrate seamlessly with the broader Elite family — including Elite Consulting Partners (ECP) for recruiting and consulting, Elite Advisor Successions (EAS) for succession planning and M&A solutions, and Elite Marketing Concepts (EMC) for branding, marketing, and growth support. Together, our companies provide a 360-degree resource network to help advisors grow stronger, faster, and smarter — with clean, organized data at the foundation.

Let’s Talk About How Clean Data Can Power Your Growth.

JEDI Database Solutions isn’t just another stand-alone software product. As part of the Elite Consulting Partners ecosystem, we’re uniquely positioned to support advisors before, during, and after major career transitions.

Let’s Talk About Your Data
CONTACT US

(856) 266.9307

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