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 a solo-advisor registered investment adviser that manages roughly $14.5 million for a small client base (13 clients). The firm provides discretionary investment management and financial planning to a range of clients, including individuals, high-net-worth individuals, trusts and estates, retirement plans, nonprofit organizations, corporations and managed investment pools. The sole advisor combines fundamental and technical analysis with Modern Portfolio Theory to construct long-term, risk-aware portfolios and may use equities, fixed income, mutual funds, ETFs, futures and options (including buying and writing options for income and hedging). Accounts are managed on a discretionary basis with ongoing monitoring and rebalancing, and custody and trade execution are maintained through Interactive Brokers. Distinctive operational features include a requirement that clients direct brokerage to Interactive Brokers, an absence of wrap-fee or soft-dollar arrangements, and a practice of executing client trades separately rather than routinely aggregating block trades. The firm documents retirement rollover recommendations in accordance with DOL PTE 2020-02 (including written best-interest analyses and an annual retrospective review) and discloses a material key-person risk given its dependence on the sole managing member.
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
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")