Jps Financial, LLC
Jps Financial, LLC is an SEC-registered wealth manager in Westlake, OH with $377.0M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Jps Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 169208, SEC 801-78803, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $377.0M (2026-03-05)
- Firm type
- Wealth Manager
- Location
- Westlake, OH
- Employees
- 4
- Clients
- 279
- CRD
- 169208
- Ownership
- PINTER, JOHN, WILLIAM; PINTER, GREGORY, M; PINTER, STEPHEN, J
How much AUM does Jps Financial, LLC have?
Jps Financial, LLC reported $377.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Jps Financial, LLC?
Disclosed owners and executives of Jps Financial, LLC include PINTER, JOHN, WILLIAM, PINTER, GREGORY, M, PINTER, STEPHEN, J. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.