JOBS PEAK ADVISORS

RIASEC RegisteredEst. 2016
Total AUM
$73.6B
Discretionary
$0
0% of AUM
Avg account
$24.5B
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
286080
Registered since
December 14, 2016
Custodians
STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM
Client types
  • Pension & Profit Sharing Plans100%
Services
Pension Consulting

Firm profile

FINTRX

Overview

Jobs Peak Advisors is an SEC‑registered limited liability company that provides non‑discretionary advisory services with a clear focus on pension consulting. The firm operates on a percentage‑of‑AUM fee model and positions itself principally as a consultant to institutional plans rather than as an active discretionary allocator. Its regulatory filing classifies it as unclassified, it is not an active ESG investor, and it reports no related advisers or multi‑state adviser status. Investment activity shows a pronounced preference for publicly traded equities as the core exposure, while the firm also sources third‑party alternative managers for illiquid and opportunistic allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 48%, US Government Bonds 34%, Non-Exchange Traded Equities 15%, Cash & Cash Equivalents 3%48%
  • Exchange Traded Equities48%
  • US Government Bonds34%
  • Non-Exchange Traded Equities15%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • JULIA BONAFEDE

    Co-FounderCRD 2611534

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth