FJP Portfolio Management

Overview

FJP Portfolio Management is a small, equity-focused advisory practice organized as a sole proprietorship and oriented to individuals and families. The firm provides discretionary portfolio management for individuals and small businesses on a percentage-of-assets fee basis. Its filings show a clear preference for listed securities: exchange-traded equities are the dominant allocation, and the advisor appears to build client portfolios primarily from ETFs and individual stocks with supplemental use of mutual funds. The firm is not positioned as an ESG investor and operates as a single-state adviser under an individual owner model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices