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Jps Financial, LLC

● SEC registered since 2014CRD 169208SEC# 801-78803Westlake, OH
Export (members)
Reg. AUM
$302.1M
Employees
4
Accounts
742
Location
Westlake, OH

Jps Financial, LLC assets under management

Jps Financial, LLC is an SEC-registered investment adviser based in Westlake, OH. The firm has been registered since 2014. It reports $302.1 million in regulatory assets under management and employs 4 people.
www.jpsfinancial.comView on SEC.gov ↗

Jps Financial, LLC owners & executives

3 reported
NameTitleOwnershipSince
Gregory M Pinter ControlMember/Chief Compliance Officer10-25%2014
John William Pinter ControlManaging Member50-75%2003
Stephen J Pinter ControlMember10-25%2014

Frequently asked questions

How much does Jps Financial, LLC manage?

Jps Financial, LLC reports $302.1 million in regulatory assets under management on its Form ADV.

How many employees does Jps Financial, LLC have?

Jps Financial, LLC reports 4 employees.

Where is Jps Financial, LLC located?

Jps Financial, LLC is based in Westlake, OH and has been SEC-registered since 2014.

Does Jps Financial, LLC disclose fund performance?

Jps Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2001 Crocker Road, Suite 530, Westlake, OH 44145
Phone440-899-6350
Fax216-999-7252
Office hours8 a.m. - 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$287.4M
Non-discretionary$14.7M
Total (RAUM)$302.1M