JPS Advisors LLC
RIASEC Registered
Total AUM
$26.6M
Discretionary
$26.6M
100% of AUM
Avg account
$1.1M
Accounts
24
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 312126
- Website
- www.jps-advisors.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI97.81%
- Individuals2.19%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
JPS Advisors LLC is an independently owned registered investment adviser organized as a limited liability company and operated by an individual owner. The firm focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee structure combines a percentage-of-assets model with fixed fees. JPS does not market itself as an ESG investor and does not act as a capital allocator to external private deals.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- Public Funds/Mutual Funds22%
- US Government Bonds12%
- Derivatives9%
- Cash & Cash Equivalents4%
Contacts
1 of 1
Jack Solasz
FounderCRD 7320852
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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