A complete list of active advisors currently associated with JSSR Capital LLC

Warmer can help you find a great advisor at JSSR Capital LLC or one who fits your needs even better.

JSSR Capital LLC provides ongoing discretionary and non-discretionary portfolio management to individuals, high-net-worth individuals, and charitable organizations, creating an investment policy statement for each client. Its advice is generally limited to mutual funds, fixed income securities, equities, exchange-traded funds, treasury inflation-protected bonds, and insurance products (including annuities). The firm combines charting, fundamental, and technical analysis and implements strategies ranging from long-term holdings to short-term trading, including options, short sales, and margin transactions; accounts are reviewed monthly against documented risk tolerances. JSSR offers performance‑based fee arrangements for qualified clients and uses derivatives in separately managed accounts with a high‑water‑mark arrangement, both of which are uncommon among independent solo advisers. Distinctive operational features disclosed in the brochure include that the firm’s principal is a licensed insurance agent who may offer commissionable insurance products alongside advisory services, which the firm identifies as a potential conflict of interest. JSSR also requires clients to use specific custodians (TradeStation or Interactive Brokers), does not utilize third‑party managers, and maintains a small, concentrated client base—an operational profile that differs from many peers.

To learn more about the advisors currently working at JSSR Capital 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.