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Home > Retirement Planners > ohio > westlake > JPS FINANCIAL, LLC
JPS FINANCIAL, LLC
2001 Crocker Road
Suite 530
Westlake, Ohio 44145
Tel: 440-899-6350
About JPS FINANCIAL, LLC
JPS FINANCIAL, LLC, formally registered with the SEC as JPS FINANCIAL, LLC. The firm was established in 01/06/2014. They have over 1 offices throughout the country.
JPS FINANCIAL, LLC is a Westlake, Ohio based Financial Planning firm with nearly $302,085,800 assets under management, offering retirement planning & investment advisory services to 742 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 169208 |
| SEC# | 801-78803 |
| Assets Managed by Firm | $302,085,800 |
| No. of Clients | 742 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (PORTFOLIO CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 742 | $302,085,800 |
| Individuals (other than high net worth individuals) | 174 | $58,537,927 |
| High net worth individuals | 97 | $227,437,225 |
| Charitable organizations | 1 | $471,151 |
| Corporations or other businesses | 3 | $15,639,497 |
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|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
| $78,252,229,704 | 130 | 135 | |
| $54,569,476,420 | 741 | 48 | |
| $30,011,530,941 | 3811 | 127 | |
| $26,738,929,617 | 39 | 84 |
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