JPS Financial LLC

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Assets, Funds, Holdings

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CAFR Data
JPS Financial LLC
CRD #169208
SEC #801-78803
CIK #
AUM $195.4 MM (95% Disc, 100% US, 2020-02-18)
Employees5 (60% Investors, 0% Brokers)
Phone440-899-6350
Address2001 Crocker Road
Westlake, OH 44145
Source [IAPD] [Website]
Total AUM ($MM)
200160120804002010201320172021
Comparable Firms State AUM ($BB)
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NC 0.2
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SC 0.2
Wealthpoint Advisors LLC
IN 0.2
Fortune Financial Advisors LLC
KS 0.2
Premier Estate Planners LLC
MI 0.2
van Leeuwen & Associates Inc
KY 0.2
Fireside Capital Advisors Inc
TX 0.2
Cerasus Advisors Inc
FL 0.2
McKee Investment Management Co Inc
CA 0.2
Scissortail Wealth Management LLC
OK 0.2
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