Jrs Investments And Wealth Preservation, LLC

Jrs Investments And Wealth Preservation, LLC (CRD# 146933) is a financial advisory firm headquartered in , . They manage $5,428,662 in 37 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $146,721
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, WA

Financial Advisors at Jrs Investments And Wealth Preservation, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Christopher M. Petrik
CRD#: 5964038
Aliso Viejo, CA
89
Wealthminder
score

Christopher Petrik (CRD# 5964038) is an Investment Advisor Representative working at Jrs Investments And Wealth Preservation, LLC in Aliso Viejo, CA and has over 4 years of experience in the finance industry.

2
Martin S. Herrington
CRD#: 6119200
Tustin, CA
78
Wealthminder
score

Martin Herrington (CRD# 6119200) is an Investment Advisor Representative working at Jrs Investments And Wealth Preservation, LLC in Tustin, CA and has over 4 years of experience in the finance industry.

3
James R. Swanson
CRD#: 1244921
Benton City, WA
68
Wealthminder
score

James Swanson (CRD# 1244921) is an Investment Advisor Representative working at Jrs Investments And Wealth Preservation, LLC in Benton City, WA and has over 29 years of experience in the finance industry.

4
John R. Tait
CRD#: 6000312
Irvine, CA
46
Wealthminder
score

John Tait (CRD# 6000312) is an Investment Advisor Representative working at Jrs Investments And Wealth Preservation, LLC in Irvine, CA and has over 5 years of experience in the finance industry.

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