A complete list of active advisors currently associated with JPS Advisors LLC
Warmer can help you find a great advisor at JPS Advisors LLC or one who fits your needs even better.
JPS Advisors LLC is an independent registered investment adviser that, as of May 2026, manages approximately $26.6 million in discretionary assets for a small, diversified client base of 14 clients. The firm provides discretionary investment management across equities, bonds, mutual funds, futures and options, and also offers financial planning and retirement-rollover advice. The firm’s investment process combines fundamental and technical analysis with modern portfolio theory to construct primarily long‑term, risk‑conscious portfolios, and it may use options trading for income generation or hedging. JPS operates on a discretionary basis, directs clients to use Interactive Brokers as custodian for execution and custody, and documents rollover recommendations in accordance with PTE 2020‑02, including an annual retrospective review. Noteworthy features relative to peers include the firm’s small client count with relatively concentrated AUM and its recent transition from state registration to registration with the U.S. Securities and Exchange Commission. The firm also requires clients to maintain accounts at Interactive Brokers, generally executes client trades separately rather than block‑aggregating orders, and does not accept proxy‑voting authority for client securities.
To learn more about the advisors currently working at JPS Advisors 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.
Name |
Location |
Years of experience |
|---|---|---|
Brooklyn, NY
| 5
|
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