Jps Financial, LLC

Jps Financial, LLC (CRD# 169208) is a financial advisory firm headquartered in Westlake, OH. They manage $285,861,812 in 726 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2001 Crocker Road, Suite 530, Westlake, OH 44145
http://www.jpsfinancial.com
By the Numbers
  • Total Assets Under Management
    286
    MILLION
  • Total Number of Accounts
    726
    ACCOUNTS
  • Average Account Value
    $393,749
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, OH

Financial Advisors at Jps Financial, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Nancy Oktavec, financial advisor Westlake OH
Nancy L. Oktavec
CRD#: 4878350
2001 Crocker Road, Suite 530, Westlake, OH 44145

Nancy Oktavec (CRD# 4878350) is an Investment Advisor Representative working at Jps Financial, LLC in Westlake, OH and has 1 year of experience in the finance industry.

2
Gregory Pinter, financial advisor Westlake OH
Gregory M. Pinter
CRD#: 4803346
2001 Crocker Road, Suite 530, Westlake, OH 44145

Gregory Pinter (CRD# 4803346) is an Investment Advisor Representative working at Jps Financial, LLC in Westlake, OH and has over 19 years of experience in the finance industry.

3
John Pinter, financial advisor Westlake OH
John W. Pinter
CRD#: 363878
2001 Crocker Road, Suite 530, Westlake, OH 44145

John Pinter (CRD# 363878) is an Investment Advisor Representative working at Jps Financial, LLC in Westlake, OH and has over 31 years of experience in the finance industry.

4
Stephen Pinter, financial advisor Westlake OH
Stephen J. Pinter
CRD#: 5084697
2001 Crocker Road, Suite 530, Westlake, OH 44145

Stephen Pinter (CRD# 5084697) is an Investment Advisor Representative working at Jps Financial, LLC in Westlake, OH and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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