JPS GSE JPS MGR LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
GRANITE BAY, California
CRD number
328240

Firm profile

FINTRX

Overview

JPS GSE JPS MGR LLC operates as a limited liability company focused on various financial product sales. While specific investment preferences and manager allocation interests are not detailed, the firm is involved in advisory activities related to financial products. It does not classify itself as a capital allocator and is not recognized as an active ESG investor. The firm appears to have a straightforward business model, primarily engaging in the sale of financial products rather than offering a broad range of investment advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Christina Smith

    CRD 7901941

  • JOSEPH SMITH

    ManagerCRD 5728297

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

GRANITE BAY, CA

PLACER

Location

GRANITE BAY, CA

Headquartered in GRANITE BAY, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
PLACER
Address
9524 Windrose Ln
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth