J
$26.6M Total AUM
$26.6M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-02-2021
- Office Locations
- 1
Office Locations
-- Brooklyn NY
About JPS Advisors LLC
JPS Advisors is an independent, founder-led RIA in Brooklyn, NY providing personalized investment management with a collaborative planning approach and transparent fees. Portfolios span ETFs, public funds, and U.S. government/agency bonds, with some use of derivatives and cash. Custody is reported through Interactive Brokers.
Team overview
28 AVG AGE
$26.6M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Jack P Solasz
Chief Compliance Officer, Founder, Managing Member
- CRD
- #7320852
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,551,815 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,551,815 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Derivatives:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing