JPS Financial, LLC logo

JPS Financial, LLC

Updated today

Client assets under management

$373,837,621

Clients

274

42% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

91

High

Average account size

$1,364,371

About

JPS Financial provides investment advisory services to individuals, high net worth clients, and retirement plans, offering portfolio management, portfolio consulting, financial planning, and pension consulting. As of the brochure filing it manages roughly $377 million in client assets across about 274 client relationships and serves both discretionary and non-discretionary accounts.

The firm describes a personalized approach that begins with assessing client objectives and risk tolerance, then constructing and monitoring portfolios with ongoing rebalancing and the option to delegate to third‑party money managers. It uses fundamental analysis and both long‑ and short‑term strategies, and provides a Wealth Management Platform (generally for clients with $500,000 or more) that includes reporting and an online document vault.

A distinctive feature is that the firm is licensed as a corporate insurance agent and some advisors are licensed insurance agents who may earn commission-based compensation for insurance sales separate from advisory fees, a practice the brochure discloses as a potential conflict of interest. The firm also emphasizes pension consulting services, including plan-level advice, participant education and ERISA fiduciary status when applicable, and generally does not vote client proxies unless authorized.

Client services

Financial planning Portfolio management Pension consulting Portfolio consulting

Expertise

Wealth management

Occupation focus

Executive Founder/Business Owner Retired

Fee options

Fixed

Financial planning fixed fees range from $1,500 to $5,000; ongoing financial planning fixed fees $1,500 to $5,000 billed quarterly in advance

Percentage

$0 - $250,000: 1.25% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $6,000,000: 0.75% $6,000,001+: 0.65%

Commissions

Insurance commissions earned by persons licensed as insurance agents affiliated with the firm, separate from advisory fees

Project-based

$250/hour for consulting and financial planning services

Other

Account minimum: $250,000 Fee-only: Portfolio Consulting Services at 1.00% of portfolio assets annually, billed quarterly in advance; hourly consulting rate $250/hour; financial planning fixed fees range $1,500 to $5,000; ongoing financial planning fixed fees $1,500 to $5,000 billed quarterly in advance

Main office location

JPS Financial, LLC

2001 Crocker Road, Suite 530

Westlake OH 44145, United States

Number of offices

1

Most active in

California · Florida · Ohio · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Gregory P

CFP®, CFA®, Series 63

Westlake, OH

JPS Financial, LLC

Gregory Pinter is a CFP® and CFA® with 21 years of industry experience, currently serving as an advisor at JPS Financial, LLC since 2004. He holds a Series 63 license and is based in Westlake, Ohio. Outside of his advisory role, he is involved in the sale of various insurance products including group life, disability, and long-term care insurance through multiple carriers. JPS Financial, LLC provides investment advisory services to individuals such as high-net-worth clients, business owners, professionals, and retirees, as well as pension and profit-sharing plans. The firm employs a tailored investment approach combining fundamental analysis with both long- and short-term strategies, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting services.

Wealth management Executive Founder/Business Owner Retired
user avatar

John P

ChFC®, Series 63, Series 65

Westlake, OH

JPS Financial, LLC

John Pinter is a ChFC®-designated financial advisor with 23 years of experience, currently serving at JPS Financial, LLC since 2003. He holds Series 63 and Series 65 licenses and is based in Westlake, Ohio. Outside of his advisory role, he is involved in insurance brokerage, selling fixed term life, whole life, disability, and fixed annuities, as well as servicing short- and long-term care disability policies. JPS Financial, LLC provides investment advisory services to individuals, including high-net-worth clients, business owners, professionals, corporate executives, and retirees, as well as pension and profit-sharing plans. The firm employs a tailored investment approach combining fundamental analysis and both long- and short-term strategies, offering discretionary and non-discretionary portfolio management alongside financial and pension consulting services.

Wealth management Executive Founder/Business Owner Retired
user avatar

Stephen P

Series 63

Westlake, OH

JPS Financial, LLC

Stephen Pinter is a financial advisor with JPS Financial, LLC, holding a Series 63 designation and 19 years of industry experience. He has been with JPS Financial since 2005. Outside of his advisory role, he is involved in insurance brokerage, selling fixed term life, whole life, disability, fixed annuities, and long-term care products through multiple insurance firms. JPS Financial, LLC provides investment advisory services to individuals, business owners, professionals, corporate executives, retirees, and pension plans. The firm offers customized portfolio management, financial planning, and pension consulting, employing fundamental analysis and a combination of long- and short-term investment approaches.

Wealth management Executive Founder/Business Owner Retired
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