Gregory
Pinter

Jps Financial, LLC

CRD#4803346
Investment Advisor
in Westlake, OH

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About this Advisor

Gregory Pinter is a certified financial planner and chartered financial analyst operating out of Westlake, Ohio with a total of 9 years of relevant experience. Pinter currently works for Jps Financial, LLC. Throughout their career, they have worked at Princor Financial Services Corp and Jps Financial LLC. Pinter has a Series 63 license, certifying them as a securities broker, and can serve investors in Ohio. Jps Financial, LLC is an advisory firm that has its headquarters in Westlake, OH. It manages $233 million in assets under management between its 702 accounts, placing it among the mid-sized firms in the United States by assets under management. The firm advises one charities and foundations. Of its 702 client accounts, 26% are held by high-net-worth investors who have greater than $1 million in assets. Jps Financial, LLC provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees for financial management usually vary depending on which services the firm provides the client. However, fee types charged by Jps Financial, LLC can be comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2001 Crocker Road Suite 530
Westlake, OH 44145

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Jps Financial, LLC Brokerage Details

Total Assets Under Management

$232,639,632

OH Average: $2,106,341,625
Total Number of Employees

4

OH Average: 34
Total Number of Accounts

702

OH Average: 1,972
Average Account Size

$331,395

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Gregory Pinter Work History

Gregory has been registered as a financial advisor for 9 years.*

2004 - Present (20 years)

Jps Financial LLC

2004 - 2014 (10 years)

Princor Financial Services Corp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gregory Pinter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Jps Financial, LLC

Nancy Oktavec
Westlake, OH
Stephen Pinter
Westlake, OH
Gregory Pinter
Westlake, OH
John Pinter
Westlake, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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