JRS Investments and Wealth Preservation, LLC

JRS Investments and Wealth Preservation provides ongoing portfolio management and related advisory services to individuals, trusts and small business entities, serving both non‑high‑net‑worth and high‑net‑worth clients. The firm advises on a broad set of investments—including equities, fixed income, mutual funds, ETFs and, when approved, options and margin—and typically implements advice through discretionary account management.

The firm follows a fundamental, client‑specific approach: advisors assess goals, time horizon and risk tolerance to create tailored allocations and may use long‑term or short‑term holdings, rebalancing, and option strategies (covered calls, cash‑secured puts) as appropriate. JRS maintains limited power of attorney for discretionary trading, conducts ongoing or event‑driven account reviews, and invoices fees in arrears with custodial account fee deduction authorization.

Noteworthy for a firm of its size, JRS operates from five offices—a configuration that is uncommon among similar advisory teams and may support more localized or in‑person client servicing. The firm has been registered since 2008 and is led by a principal with long industry tenure; its SEC filing also discloses a past regulatory consent order related to state registration, and in 2023 the firm moved to a single custodian following an industry consolidation.