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JPS Advisors

EST. AUM
$26,551,815

CONTACTS

CLIENT ACCOUNTS
24

Firm Details

Metro area New York City
CRD Number 312126
Website jps-advisors.com
Client types

Overview

JPS Advisors LLC is an independent SEC-registered investment adviser based in Brooklyn, New York. The firm provides discretionary portfolio management, financial planning, and retirement rollover recommendations primarily to individuals and high-net-worth clients. Portfolios are tailored to each client’s objectives, risk tolerance, income needs, and restrictions. JPS invests across public equities, bonds, mutual funds, ETFs, municipal securities, futures, and options, using fundamental analysis, technical analysis, and modern portfolio theory. The firm monitors managed accounts at least weekly, uses Interactive Brokers as custodian, charges asset-based and fixed planning fees, and is led by sole managing member and chief compliance officer Jack Solasz.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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