JPN ADVISORS LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
AUSTIN, Texas
CRD number
306032
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Performance Based Fees
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

JPN Advisors LLC is a small, individually owned advisory firm organized as an LLC that provides portfolio management services for individuals and small businesses. The firm reports a performance-based fee arrangement and operates with its entire asset base under discretionary authority. It is not positioned as a multi-state adviser, is not identified as an ESG-focused investor, and is not a pension consultant or a related adviser to another firm. The firm's scale — $1.5M in total assets — places it in the boutique category. While it is not described as a capital allocator in primary form, JPN Advisors does deploy capital into third-party real estate managers, indicating selective use of external alternative managers alongside brokerage custody relationships. The combination of a performance fee structure and a single discretionary account suggests bespoke client arrangements rather than a traditional, scaled advisory platform.

Assets & Accounts

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

1 of 1
  • JONATHAN NG

    Managing MemberCRD 4696573

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
1101 W 34th St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth