JA Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
JA Investment Management serves individual investors and 401(k) plans/participant accounts, providing private asset management, 401(k) plan management, and investment education. The firm typically charges asset-based fees and offers ongoing portfolio management and plan services through custodian-held accounts.
The adviser uses fundamental and technical analysis and tailors strategies to each client’s needs, with accounts monitored on a daily basis and periodic client reviews offered monthly, quarterly, or annually. Most client accounts are maintained on a non-discretionary basis — trades are made only after verbal or written client authorization — rather than the discretionary model common at many firms.
Distinctive for an independent adviser of this type, the firm explicitly provides institutional retirement and pension/401(k) plan services in addition to private client work, a service mix that is relatively uncommon among peers. The brochure also emphasizes that the firm receives compensation solely from clients, reports no outside affiliations or personal trading conflicts, and prioritizes client contact and documentation of client rights and continuity arrangements.
Client services
Expertise
Fee options
$0+: 1.5% annually (active management) $0+: 1.0% annually (passive management) $0+: 1.0% annually (401(k) clients, negotiable)
Main office
600 B Prestige Park Drive, Suite 3
Hurricane WV 25526
Advisors at this office
1
Most active in
West Virginia
Also doing business as
Arthur, John Eric · Ja Investment Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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