A complete list of active advisors currently associated with JRS Investments and Wealth Preservation, LLC

Warmer can help you find a great advisor at JRS Investments and Wealth Preservation, LLC or one who fits your needs even better.

JRS Investments and Wealth Preservation, LLC provides ongoing discretionary portfolio management to individuals, trusts, and small business entities, serving both non‑high‑net‑worth and high‑net‑worth clients. The firm charges percentage‑of‑AUM advisory fees and does not receive commissions for securities transactions. The firm employs a fundamental investment approach with macro‑economic review to build custom portfolios aligned to each client's goals, time horizon, and risk tolerance, using equities, fixed income, mutual funds, ETFs and, when approved, options and margin strategies. JRS typically obtains limited discretionary authority to place trades, conducts periodic rebalancing, and performs account reviews triggered by market or client events. Noteworthy features include a multi‑office operational footprint—five offices managed by a five‑person adviser team overseeing roughly $15 million in client assets—which is uncommon for firms of this size. JRS does not offer standalone financial planning services and discloses a past consent order with the Washington Department of Financial Institutions regarding prior state registration issues, items prospective clients may wish to review further in the brochure.

To learn more about the advisors currently working at JRS Investments and Wealth Preservation, 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.

You can also browse JRS Investments and Wealth Preservation, LLC's office locations.