John
Pinter
Jps Financial, LLC
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About this Advisor
John Pinter is a chartered financial consultant who works in Westlake, Ohio with a total of 9 years of relevant experience. Pinter works at Jps Financial, LLC. Throughout their career, Pinter has worked at Princor Financial Services Corporation and Jps Financial LLC. Pinter maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Ohio. Jps Financial, LLC is a business that has its headquarters in Westlake, OH. It administers $233 million in assets between its 702 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm provides financial advisory services to one charitable organizations. Of its 702 client accounts, 26% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Jps Financial, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees for financial management are based on which services are offered. However, fee types billed by Jps Financial, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Jps Financial, LLC Brokerage Details
$232,639,632
4
702
$331,395
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
John Pinter Work History
John has been registered as a financial advisor for 9 years.*
Jps Financial LLC
Princor Financial Services Corporation
*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 John 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
Westlake, OH
Westlake, OH
Westlake, OH
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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