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JPS FINANCIAL, LLC

WESTLAKE, OH · CRD 169208 · IAPD ↗ · jpsfinancial.com · 440-899-6350

$377.0MRegulatory AUM
4Advisory reps
4Employees
3Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2025 — JPS FINANCIAL, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
August 2024 — JPS FINANCIAL, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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