A complete list of active advisors currently associated with JJP Capital Management, Inc.

Warmer can help you find a great advisor at JJP Capital Management, Inc. or one who fits your needs even better.

JJP Capital Management, Inc. provides discretionary portfolio management and investment advice primarily for individual and high‑net‑worth clients, trusts, retirement accounts, and a small number of nonprofit and plan clients. The firm manages portfolios of publicly traded securities—including individual common and preferred stocks, U.S. Treasury securities, and corporate and municipal bonds—and charges asset‑based advisory fees that are billed quarterly in arrears. The firm relies on fundamental analysis and a long‑term, buy‑and‑hold approach rather than market timing, working with each client to establish asset allocation and risk tolerances and conducting ongoing monitoring (at least monthly). JJP implements client strategies on a discretionary basis and typically directs custody and trade execution to Morgan Stanley or Oppenheimer, from whom it also receives research and periodic performance reports. Distinctive aspects include a relatively large amount of regulatory assets under management (about $390 million) concentrated across a small client base and a very small advisory team, and a recent staff addition holding a CAIA designation that reflects additional alternative‑investment expertise. The firm also uses verbal engagement arrangements instead of written contracts, requires clients to use its designated custodians (declining to manage accounts otherwise), and is technically deemed to have custody when authorized to debit advisory fees from client accounts.

To learn more about the advisors currently working at JJP Capital Management, Inc., 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.