JPS Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,494,416
Total clients
13
31% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
13
Average account size
$1,114,955
About
JPS Advisors LLC is a solo-advisor registered investment adviser that manages roughly $14.5 million for a small client base (13 clients). The firm provides discretionary investment management and financial planning to a range of clients, including individuals, high-net-worth individuals, trusts and estates, retirement plans, nonprofit organizations, corporations and managed investment pools.
The sole advisor combines fundamental and technical analysis with Modern Portfolio Theory to construct long-term, risk-aware portfolios and may use equities, fixed income, mutual funds, ETFs, futures and options (including buying and writing options for income and hedging). Accounts are managed on a discretionary basis with ongoing monitoring and rebalancing, and custody and trade execution are maintained through Interactive Brokers.
Distinctive operational features include a requirement that clients direct brokerage to Interactive Brokers, an absence of wrap-fee or soft-dollar arrangements, and a practice of executing client trades separately rather than routinely aggregating block trades. The firm documents retirement rollover recommendations in accordance with DOL PTE 2020-02 (including written best-interest analyses and an annual retrospective review) and discloses a material key-person risk given its dependence on the sole managing member.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Fee options
$500 fixed fee for financial planning services
1.0% annually
Account minimum: $50,000
Main office location
JPS Advisors LLC
Brooklyn NY, United States
Number of offices
1
Most active in
JPS Advisors LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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