Jps Financial, LLC

Jps Financial, LLC (CRD# 169208) is a financial advisory firm headquartered in Westlake, OH. They manage $130,454,775 in 518 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    518
    ACCOUNTS
  • Average Account Value
    $251,843
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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
Gregory M. Pinter
CRD#: 4803346
2001 Crocker Road, Suite 325, Westlake, OH 44145
96
Wealthminder
score

Gregory Pinter (CRD# 4803346) is an Investment Advisor Representative working at Jps Financial, LLC in Westlake, OH and has over 12 years of experience in the finance industry. Gregory Pinter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John W. Pinter
CRD#: 363878
2001 Crocker Road, Suite 325, Westlake, OH 44145
96
Wealthminder
score

John Pinter (CRD# 363878) is an Investment Advisor Representative working at Jps Financial, LLC in Westlake, OH and has over 24 years of experience in the finance industry.

3
Stephen J. Pinter
CRD#: 5084697
2001 Crocker Road, Suite 325, Westlake, OH 44145
93
Wealthminder
score

Stephen Pinter (CRD# 5084697) is an Investment Advisor Representative working at Jps Financial, LLC in Westlake, OH and has over 10 years of experience in the finance industry.

4
Nancy L. Oktavec
CRD#: 4878350
2001 Crocker Road, Suite 325, Westlake, OH 44145
87
Wealthminder
score

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.

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