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SJS INVESTMENT SERVICES

SYLVANIA, OH · CRD 107219 · IAPD ↗ · sjsinvest.com · 419-885-2626

$2.94BRegulatory AUM
22Advisory reps
26Employees
0Clients
More than 500Planning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
October 2026 — SJS INVESTMENT SERVICES notice-filed in NH, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
July 2026 — SJS INVESTMENT SERVICES notice-filed in LA, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
December 2025 — SJS INVESTMENT SERVICES notice-filed in MO, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — SJS INVESTMENT SERVICES reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
December 2024 — SJS INVESTMENT SERVICES notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
November 2024 — SJS INVESTMENT SERVICES added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.