JPS FINANCIAL, LLC

Overview

JPS Financial, LLC is an independent registered investment adviser that provides fee-based wealth management and planning services to individuals, families and select institutional clients. The firm, SEC-registered in 2014 and owned by an individual, combines financial planning, portfolio management for individuals and small businesses, and pension consulting with insurance brokerage capabilities. Fee arrangements include a percentage of assets under management alongside hourly and fixed-fee engagements, allowing for both ongoing advisory relationships and project-based work. On the investment side, JPS Financial relies predominantly on pooled public vehicles — primarily mutual funds and other public funds — rather than direct, concentrated stock selection or active alternative strategies. The firm offers both discretionary portfolio management and non-discretionary advisory relationships, and it does not identify itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices