JS Wealth Investment Group

Overview

JS Wealth Investment Group operates as a small, independent registered investment adviser organized as a sole proprietorship and focused on serving individual and family clients. The firm’s advisory offering centers on financial planning and portfolio management for individuals and small businesses, delivered primarily on a fee basis tied to assets under management and hourly billing for planning or consulting work. The practice leans toward equity-driven portfolios, using exchange-traded securities as the backbone of client accounts, while supplementing core holdings with externally managed alternative strategies. All client accounts are run on a non‑discretionary basis, which indicates the firm works collaboratively with clients on trade approvals and investment decisions rather than exercising unilateral trading authority. JS Wealth Investment Group is not positioned as an ESG-focused manager, does not act as a pension consultant, and maintains a single-state operational footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices