Jrs Investments And Wealth Preservation, LLC

Jrs Investments And Wealth Preservation, LLC (CRD# 146933) is a financial advisory firm headquartered in , . They manage $18,795,742 in 128 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
http://www.invwp.com
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    128
    ACCOUNTS
  • Average Account Value
    $146,842
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, HI, ID, WA

Financial Advisors at Jrs Investments And Wealth Preservation, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Alexander Dardick, financial advisor Signal Hill CA
Alexander H. Dardick
CRD#: 6553343
Signal Hill, CA

Alexander Dardick (CRD# 6553343) is an Investment Advisor Representative working at Jrs Investments And Wealth Preservation, LLC in Signal Hill, CA and has over 7 years of experience in the finance industry.

2
Martin Herrington, financial advisor Tustin CA
Martin S. Herrington
CRD#: 6119200
Tustin, CA

Martin Herrington (CRD# 6119200) is an Investment Advisor Representative working at Jrs Investments And Wealth Preservation, LLC in Tustin, CA and has over 11 years of experience in the finance industry.

3
Christopher Petrik, financial advisor San Juan Capistrano CA
Christopher M. Petrik
CRD#: 5964038
San Juan Capistrano, CA

Christopher Petrik (CRD# 5964038) is an Investment Advisor Representative working at Jrs Investments And Wealth Preservation, LLC in San Juan Capistrano, CA and has over 10 years of experience in the finance industry.

4
Hector Robles, financial advisor Fullerton CA
Hector Robles
CRD#: 5294849
Fullerton, CA

Hector Robles (CRD# 5294849) is an Investment Advisor Representative working at Jrs Investments And Wealth Preservation, LLC in Fullerton, CA and has over 17 years of experience in the finance industry.

5
James Swanson, financial advisor Union WA
James R. Swanson
CRD#: 1244921
Union, WA

James Swanson (CRD# 1244921) is an Investment Advisor Representative working at Jrs Investments And Wealth Preservation, LLC in Union, WA and has over 36 years of experience in the finance industry.

6
John Tait, financial advisor Irvine CA
John R. Tait
CRD#: 6000312
Irvine, CA

John Tait (CRD# 6000312) is an Investment Advisor Representative working at Jrs Investments And Wealth Preservation, LLC in Irvine, CA and has over 11 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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