J
JS Wealth Investment Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,535,313
Total clients
6
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$1,255,886
About
The firm primarily serves individual clients — including a mix of non‑HNW and high‑net‑worth individuals — and also works with small businesses, charities and small pension plans. It provides financial planning (tax, insurance, retirement and estate planning) and portfolio management, and assists clients in selecting and monitoring outside money managers for alternative investments when requested.
The firm’s approach is client‑driven and largely non‑discretionary: investment recommendations are tailored through consultations and implemented with client consent, and the firm monitors and adjusts portfolios in accordance with agreed strategies. It generally invests in broad markets using stocks, bonds, mutual funds, government securities and options, and relies on financial publications, credit rating services and online research tools for analysis.
Noteworthy aspects compared with peers include its very small, solo practice with a limited number of clients and the fact that almost all assets are managed on a non‑discretionary basis, which is uncommon for independent firms. The brochure also discloses a past regulatory sanction, and the firm uses options and may recommend outside managers for derivatives or other alternative strategies and offers performance‑based arrangements for certain qualified clients.
Client services
Financial planning
Portfolio management
Expertise
General tax planning
Retirement income strategy
Options & derivatives strategies
Private / alternative investments
Fee options
0.25% to 2.75% annually (negotiable, depending on services and number of accounts)
Up to $450/hour for financial planning, billed after consultations.
For qualified clients ($1 million AUM or $2 million net worth), zero base fee and 50/50 split of gains above 10%.
Main office location
JS Wealth Investment Group
Dallas TX, United States
Number of offices
1
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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