Valley Center, CA Office
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JRS Investments and Wealth Preservation, LLC
Team
Firm-wide stats for JRS Investments and Wealth Preservation, LLC
About
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.
Location
Valley Center CA
Advisors at this office
1
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