A complete list of active advisors currently associated with JSW Global Capital Group

Warmer can help you find a great advisor at JSW Global Capital Group or one who fits your needs even better.

The firm provides financial planning and investment supervisory services to individuals (including high-net-worth clients), pension and profit-sharing plans, and corporations. Offerings include hourly and written financial plans, annual planning engagements, individual portfolio management, and manager-selection programs. The adviser uses a mix of fundamental, technical, quantitative and qualitative analysis and employs asset-allocation alongside long- and short-term purchase strategies; accounts are monitored and reviewed, typically at least quarterly. Portfolios are generally managed on a non-discretionary basis — the brochure reports $1,853,590 of non‑discretionary assets and no discretionary AUM — and clients are asked to direct brokerage and custody choices. Noteworthy differences from many peers include the firm’s predominantly non‑discretionary asset base, which is uncommon among independent advisers, and its brokerage affiliation: advisory personnel are registered representatives of LPL Financial and the firm discloses receipt of transition assistance from LPL, a potential conflict when recommending LPL custody or brokerage. The brochure also highlights a broad investable universe (including interests in real estate, oil and gas and other alternative partnerships) and the availability of in-depth written financial plans, features that stand out for a firm of this scale.

To learn more about the advisors currently working at JSW Global Capital 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.