Jps Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Westlake, OH. Its latest Form ADV filing, dated March 5, 2026, reports $377M in regulatory assets under management, 4 employees, and 766 accounts.
Assets Under Management
$377M
Employees
4
Offices
--
Total Clients
279
Primary office
WESTLAKE, OH
2001 CROCKER ROAD, SUITE 530, WESTLAKE, OH, United States
Top client segmentIndividuals represent 56.6% of total clients.
Top client categories% of clientsClients
1
Individuals
56.6%
158
2
HNWI
41.6%
116
3
Corporations
1.4%
4
4
Charitable
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$377Mas of March 5, 2026
Discretionary95.1%
$359M
95% of total RAUM95.1%
Non-discretionary4.9%
$18M
5% of total RAUM4.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$377M
Total Accounts766
10Y AUM Change+$225M (+148.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee70:1
10Y Employee Change-1 (-20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.