A complete list of active advisors currently associated with JS Wealth Investment Group

Warmer can help you find a great advisor at JS Wealth Investment Group or one who fits your needs even better.

The firm primarily serves individual clients — including a mix of non‑HNW and high‑net‑worth individuals — and also works with small businesses, charities and small pension plans. It provides financial planning (tax, insurance, retirement and estate planning) and portfolio management, and assists clients in selecting and monitoring outside money managers for alternative investments when requested. The firm’s approach is client‑driven and largely non‑discretionary: investment recommendations are tailored through consultations and implemented with client consent, and the firm monitors and adjusts portfolios in accordance with agreed strategies. It generally invests in broad markets using stocks, bonds, mutual funds, government securities and options, and relies on financial publications, credit rating services and online research tools for analysis. Noteworthy aspects compared with peers include its very small, solo practice with a limited number of clients and the fact that almost all assets are managed on a non‑discretionary basis, which is uncommon for independent firms. The brochure also discloses a past regulatory sanction, and the firm uses options and may recommend outside managers for derivatives or other alternative strategies and offers performance‑based arrangements for certain qualified clients.

To learn more about the advisors currently working at JS Wealth Investment Group, 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.