A complete list of active advisors currently associated with JA Investment Management, LLC

Warmer can help you find a great advisor at JA Investment Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at JA Investment Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.