JPS Financial LLC


Assets, Funds, Holdings

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JPS Financial LLC
CRD #169208
SEC #801-78803
AUM $195.4 MM (95% Disc, 100% US, 2020-02-18)
Employees5 (60% Investors, 0% Brokers)
Address2001 Crocker Road
Westlake, OH 44145
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Live Oak Private Wealth LLC
NC 0.2
MTM Investment Management LLC
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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