JPS FINANCIAL, LLC
CRD #169208 SEC #801-78803 WESTLAKE, OH 440-899-6350
SEC Registered
Total AUM
$302.1M
Discretionary
$287.4M
Employees
4
Clients
10
Accounts
742
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $302.1M | $287.4M | $14.7M | 4 | 4 |
| Jul 2024 | $285.9M | $273.1M | $12.8M | 4 | 4 |
| Jul 2024 | $285.9M | $273.1M | $12.8M | 4 | 4 |
| Mar 2024 | $285.9M | $273.1M | $12.8M | 4 | 4 |
| Mar 2023 | $232.6M | $220.7M | $11.9M | 4 | 4 |
| May 2022 | $236.8M | $221.4M | $15.4M | 5 | 1 |
| Feb 2022 | $236.8M | $221.4M | $15.4M | 5 | 1 |
| Feb 2021 | $217.9M | $200.6M | $17.3M | 4 | 3 |
| Feb 2021 | $217.9M | $200.6M | $17.3M | 4 | 3 |
| Jun 2020 | $195.4M | $185.2M | $10.2M | 5 | 0 |
| Jun 2020 | $195.4M | $185.2M | $10.2M | 5 | 0 |
| Feb 2020 | $195.4M | $185.2M | $10.2M | 5 | 0 |
| Nov 2019 | $175.4M | $167.5M | $8M | 5 | 1 |
| Sep 2019 | $175.4M | $167.5M | $8M | 5 | 1 |
| Feb 2019 | $175.4M | $167.5M | $8M | 5 | 1 |
| Feb 2019 | $175.4M | $167.5M | $8M | 5 | 1 |
| Mar 2018 | $181M | $170.8M | $10.2M | 4 | 1 |
| Feb 2017 | $151.6M | $142.5M | $9.1M | 5 | 215 |
| Feb 2016 | $130.5M | $120.7M | $9.8M | 5 | 235 |
| Jan 2016 | $130.1M | $119.6M | $10.5M | 5 | 200 |
| Sep 2015 | $130.1M | $119.6M | $10.5M | 5 | 200 |
| May 2015 | $130.1M | $119.6M | $10.5M | 5 | 200 |
| Feb 2015 | $130.1M | $119.6M | $10.5M | 5 | 200 |
| Nov 2014 | $100.3M | $92M | $8.3M | 4 | 0 |
| Oct 2014 | $100.3M | $92M | $8.3M | 4 | 0 |
| Apr 2014 | $100.3M | $92M | $8.3M | 4 | 0 |
| Mar 2014 | $100.3M | $92M | $8.3M | 4 | 0 |
| Jan 2014 | $0 | $0 | $0 | 4 | 0 |
| Jan 2014 | $0 | $0 | $0 | 4 | 0 |
| Jan 2014 | $0 | $0 | $0 | 4 | 0 |
| Nov 2013 | $0 | $0 | $0 | 4 | 0 |
| Nov 2013 | $0 | $0 | $0 | 4 | 0 |
DateFeb 2025
Total AUM$302.1M
Discretionary$287.4M
Non-Disc.$14.7M
Employees4
Clients4
DateJul 2024
Total AUM$285.9M
Discretionary$273.1M
Non-Disc.$12.8M
Employees4
Clients4
DateJul 2024
Total AUM$285.9M
Discretionary$273.1M
Non-Disc.$12.8M
Employees4
Clients4
DateMar 2024
Total AUM$285.9M
Discretionary$273.1M
Non-Disc.$12.8M
Employees4
Clients4
DateMar 2023
Total AUM$232.6M
Discretionary$220.7M
Non-Disc.$11.9M
Employees4
Clients4
DateMay 2022
Total AUM$236.8M
Discretionary$221.4M
Non-Disc.$15.4M
Employees5
Clients1
DateFeb 2022
Total AUM$236.8M
Discretionary$221.4M
Non-Disc.$15.4M
Employees5
Clients1
DateFeb 2021
Total AUM$217.9M
Discretionary$200.6M
Non-Disc.$17.3M
Employees4
Clients3
DateFeb 2021
Total AUM$217.9M
Discretionary$200.6M
Non-Disc.$17.3M
Employees4
Clients3
DateJun 2020
Total AUM$195.4M
Discretionary$185.2M
Non-Disc.$10.2M
Employees5
Clients0
DateJun 2020
Total AUM$195.4M
Discretionary$185.2M
Non-Disc.$10.2M
Employees5
Clients0
DateFeb 2020
Total AUM$195.4M
Discretionary$185.2M
Non-Disc.$10.2M
Employees5
Clients0
DateNov 2019
Total AUM$175.4M
Discretionary$167.5M
Non-Disc.$8M
Employees5
Clients1
DateSep 2019
Total AUM$175.4M
Discretionary$167.5M
Non-Disc.$8M
Employees5
Clients1
DateFeb 2019
Total AUM$175.4M
Discretionary$167.5M
Non-Disc.$8M
Employees5
Clients1
DateFeb 2019
Total AUM$175.4M
Discretionary$167.5M
Non-Disc.$8M
Employees5
Clients1
DateMar 2018
Total AUM$181M
Discretionary$170.8M
Non-Disc.$10.2M
Employees4
Clients1
DateFeb 2017
Total AUM$151.6M
Discretionary$142.5M
Non-Disc.$9.1M
Employees5
Clients215
DateFeb 2016
Total AUM$130.5M
Discretionary$120.7M
Non-Disc.$9.8M
Employees5
Clients235
DateJan 2016
Total AUM$130.1M
Discretionary$119.6M
Non-Disc.$10.5M
Employees5
Clients200
DateSep 2015
Total AUM$130.1M
Discretionary$119.6M
Non-Disc.$10.5M
Employees5
Clients200
DateMay 2015
Total AUM$130.1M
Discretionary$119.6M
Non-Disc.$10.5M
Employees5
Clients200
DateFeb 2015
Total AUM$130.1M
Discretionary$119.6M
Non-Disc.$10.5M
Employees5
Clients200
DateNov 2014
Total AUM$100.3M
Discretionary$92M
Non-Disc.$8.3M
Employees4
Clients0
DateOct 2014
Total AUM$100.3M
Discretionary$92M
Non-Disc.$8.3M
Employees4
Clients0
DateApr 2014
Total AUM$100.3M
Discretionary$92M
Non-Disc.$8.3M
Employees4
Clients0
DateMar 2014
Total AUM$100.3M
Discretionary$92M
Non-Disc.$8.3M
Employees4
Clients0
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0