Overview
Assets Under Management: $302 million
Headquarters: WESTLAKE, OH
High-Net-Worth Clients: 97
Average Client Assets: $2 million
Frequently Asked Questions
JPS FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #169208), JPS FINANCIAL, LLC is subject to fiduciary duty under federal law.
JPS FINANCIAL, LLC is headquartered in WESTLAKE, OH.
JPS FINANCIAL, LLC serves 97 high-net-worth clients according to their SEC filing dated February 20, 2025. View client details ↓
According to their SEC Form ADV, JPS FINANCIAL, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
JPS FINANCIAL, LLC manages $302 million in client assets according to their SEC filing dated February 20, 2025.
According to their SEC Form ADV, JPS FINANCIAL, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 97
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.29
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 742
Discretionary Accounts: 689
Non-Discretionary Accounts: 53
Regulatory Filings
CRD Number: 169208
Last Filing Date: 2025-02-20 00:00:00
Website: https://jpsfinancial.com