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JPS Financial, LLC

JPS Financial, LLC. CRD 169208

JPS Financial, LLC logo

CRD: 169208

JPS Financial, LLC

Westlake, OH, 44145
4408996350
www.jpsfinancial.com
$377.0M Total AUM
$358.6M Disc. AUM
18.0% 3Y CAGR
4 Employees
282 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
PrimeHarbor oak
Established Date
01-06-2014
Office Locations
1

Office Locations

2001 Crocker Road Suite 530 Westlake OH

About JPS Financial, LLC

JPS Financial, LLC is an investment advisory firm in Westlake, Ohio serving business owners, entrepreneurs, and retirees. The firm provides financial planning, portfolio construction, retirement plan guidance, and tax/estate and insurance planning. Portfolios emphasize asset allocation implemented primarily with public funds and ETFs, with some U.S. government/agency exposure. Custody is primarily at Charles Schwab.

Team overview

41 AVG AGE
$94.3M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
12.4 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
12yrs Firm Age

Insights

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Asset Classes

Quantum signal Unison

Client Personas

North summit Beacon capital Prime fusion

Custodian

Glacier Harbor Focus insight Legacy north Horizon Vector Frontier Meridian unison

Fund Managers

Wave

Investment Themes

Frontier Frontier meridian

Investment Vehicles

Alpha Summit

Platform

Ember Bridge quantum

Services

Radial wave Vertex pioneer Insight fusion Frontier optima Insight Unison Fusion pioneer Eagle quantum Wave Element momentum

Technology

Value Fusion

Owner & Executives

GREGORY M PINTER

GREGORY M PINTER

Chief Compliance Officer, Chief Investment Officer

CRD
#4803346
Ownership
25% but less than 50%
(808) 433-5078
pioneer.beacon@atlascapital.com
in linkedin.com/in/focus-radial
S

STEPHEN J PINTER

President

CRD
#5084697
Ownership
25% but less than 50%
(431) 504-1527
fusion.north@vertexcapital.com
in linkedin.com/in/ridge-focus
B

Bridge bridge

Frontier momentum unison

CRD
#29753
Ownership
45.6%
(967) 217-8276
alpha.ridge@summitcapital.com
in linkedin.com/in/capital-ridge

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Contacts

N

NANCY L OKTAVEC

Operations Manager

CRD
#4878350
(947) 928-4455
legacy.beacon@legacycapital.com
in linkedin.com/in/pathway-signal

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-23-2022
03-16-2023
07-16-2024
02-20-2025
03-05-2026
Category Assets AVG. Account size
Discretionary $358,612,200 $500,855
Non-Discretionary $18,437,552 $368,751
Total $377,049,752 $492,232

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Separately Managed Accounts

Total SMA Asset: $377,049,752

$377.0M Total SMA
Public Funds:
17.8%
U.S. Government/Agency:
27.0%
Equity - Exchange:
38.7%
Cash:
16.5%
Asset class Assets Assets %
Public Funds $1,522,536,017 17.8%
U.S. Government/Agency $2,309,464,745 27.0%
Equity - Exchange $3,310,232,801 38.7%
Cash $1,411,339,567 16.5%
Total $8,553,573,130 100.0%

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