JPS Global Investments, LLC

RIASEC Registered

Total AUM

$74.4M

Discretionary

$64.1M

86% of AUM

Avg account

$300K

Accounts

248

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 142974
Website: jpsglobalinvest.com
Custodians: ALTRUIST FINANCIAL LLC, PERSHING LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI53.1%
Individuals34.31%
Other Investment Advisers6.38%
Charitable Organizations5.43%
Pension & Profit Sharing Plans0.78%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

JPS Global Investments, LLC operates as an independent registered investment adviser structured as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional clients, delivering financial planning and portfolio management for individuals, small businesses, and larger business or institutional entities. Its advisory fees include percentage-of-AUM arrangements alongside hourly and fixed-fee engagements. The firm reports being an active ESG investor, which indicates ESG criteria are integrated into at least some of its investment selection or monitoring processes. JPS Global is not positioned as a capital allocator; instead it relies on third-party managers and public fund vehicles to construct client portfolios.