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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 $232,639,632 assets under management, offering retirement planning & investment advisory services to 702 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 | $232,639,632 |
| No. of Clients | 702 |
| No. of Advisors | 4 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 702 | $232,639,632 |
| Individuals (other than high net worth individuals) | 199 | $71,211,987 |
| High net worth individuals | 71 | $158,628,170 |
| Charitable organizations | 1 | $490,658 |
| Corporations or other businesses | 2 | $2,308,817 |
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|---|---|---|---|
| $71,982,699,043 | 134 | 133 | |
| $71,037,804,050 | 1405 | 151 | |
| $25,371,529,349 | 516 | 48 | |
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| $23,908,418,539 | 68 | 122 |
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