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JPS FINANCIAL, LLC
CRD 169208 · SEC 801-78803
2001 CROCKER ROAD, SUITE 530, WESTLAKE, OH, 44145, United States
Phone
440-899-6350
Fax
216-999-7252
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$377.0M
Discretionary AUM
$358.6M
Team
4 total employees; 4 advisory reps; 3 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPORTFOLIO CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 158 | $54.4M |
| High net worth individuals | 116 | $319.4M |
| Charitable organizations | 1 | $452K |
| Corporations/business entities | 4 | $2.8M |
States served
CA, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD