JRS Investments And Wealth Preservation, LLC

Overview

JRS Investments And Wealth Preservation, LLC is a small, fee-based RIA focused on portfolio management for individual and family clients, including small businesses. The firm operates as a limited liability company with an individual owner and charges clients a percentage of assets under management. Its stated client base is predominantly individuals and families rather than institutional or pension clients, and it does not position itself as an active ESG investor. Investment activity centers on equity exposure delivered largely through exchange-traded instruments, supplemented by mutual funds and corporate debt for income and diversification. The adviser reports discretionary management across its client relationships, indicating that portfolio decisions are implemented without requiring client-by-client approval. The firm does not identify itself as a capital allocator and reports an “unclassified” regulatory classification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices