Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,370,741
Total clients
91
2% high-net worth
Total advisors
5
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
18
Average account size
$168,909
JRS Investments and Wealth Preservation, LLC provides ongoing discretionary portfolio management to individuals, trusts, and small business entities, serving both non‑high‑net‑worth and high‑net‑worth clients. The firm charges percentage‑of‑AUM advisory fees and does not receive commissions for securities transactions.
The firm employs a fundamental investment approach with macro‑economic review to build custom portfolios aligned to each client's goals, time horizon, and risk tolerance, using equities, fixed income, mutual funds, ETFs and, when approved, options and margin strategies. JRS typically obtains limited discretionary authority to place trades, conducts periodic rebalancing, and performs account reviews triggered by market or client events.
Noteworthy features include a multi‑office operational footprint—five offices managed by a five‑person adviser team overseeing roughly $15 million in client assets—which is uncommon for firms of this size. JRS does not offer standalone financial planning services and discloses a past consent order with the Washington Department of Financial Institutions regarding prior state registration issues, items prospective clients may wish to review further in the brochure.
$0 - $25,000: Negotiable up to 2% $25,000 - $1,000,000: 1.5% $1,000,000 - $2,500,000: 1.25% $2,500,000 - $5,000,000: 1.00% $5,000,000+: 0.75%
Account minimum: $25,000 (may be waived) Fee-only: No commissions or other fees, fees paid in arrears monthly or quarterly
JRS Investments and Wealth Preservation, LLC
Union WA, United States
Number of offices
5
California · Hawaii · Idaho · Washington
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Fullerton, CA
JRS Investments and Wealth Preservation, LLC
Series 66
San Juan Capistrano, CA
JRS Investments and Wealth Preservation, LLC
Series 63, Series 65
Union, WA
JRS Investments and Wealth Preservation, LLC
Series 65
Signal Hill, CA
JRS Investments and Wealth Preservation, LLC
Series 63, Series 65
Fallbrook, CA
JRS Investments and Wealth Preservation, LLC
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