A complete list of active advisors currently associated with JPS Financial, LLC

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

JPS Financial provides investment advisory services to individuals, high net worth clients, and retirement plans, offering portfolio management, portfolio consulting, financial planning, and pension consulting. As of the brochure filing it manages roughly $377 million in client assets across about 274 client relationships and serves both discretionary and non-discretionary accounts. The firm describes a personalized approach that begins with assessing client objectives and risk tolerance, then constructing and monitoring portfolios with ongoing rebalancing and the option to delegate to third‑party money managers. It uses fundamental analysis and both long‑ and short‑term strategies, and provides a Wealth Management Platform (generally for clients with $500,000 or more) that includes reporting and an online document vault. A distinctive feature is that the firm is licensed as a corporate insurance agent and some advisors are licensed insurance agents who may earn commission-based compensation for insurance sales separate from advisory fees, a practice the brochure discloses as a potential conflict of interest. The firm also emphasizes pension consulting services, including plan-level advice, participant education and ERISA fiduciary status when applicable, and generally does not vote client proxies unless authorized.

To learn more about the advisors currently working at JPS Financial, 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.