JA INVESTMENT MANAGEMENT, LLC

Overview

JA Investment Management, LLC operates as an independent registered investment adviser serving primarily individual and family clients. The firm charges fees based on a percentage of assets under management and provides a mix of advisory services that include financial planning, portfolio management for individuals and small businesses, portfolio management for business and institutional clients, and pension consulting services. The firm’s allocations show a clear tilt toward listed equities and exchange-traded products, and the adviser does not identify itself as an active ESG investor. Organizationally the business is structured as a corporation with individual ownership. Its client focus, fee model and service set position it as a traditional wealth manager handling tailored planning and portfolio oversight rather than a broad capital allocator or multi-state advisory network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices