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John William Pinter

JPS FINANCIAL, LLC·WESTLAKE, Ohio
Clean recordJPS FINANCIAL, LLC
2001 CROCKER ROAD, WESTLAKE, OH 44145CRD# 363878Firm CRD# 169208

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John William Pinter · WESTLAKE, OH
Registration
CRD #363878 · JPS FINANCIAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John William Pinter is a registered financial advisor based in WESTLAKE, Ohio, affiliated with JPS FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
JPS FINANCIAL, LLC
JPS FINANCIAL, LLC
AUM
$286M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at JPS FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 363878
Firm CRD# 169208
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John William Pinter offer?
John William Pinter specializes in Financial Planning, Investment Management. Contact their office in WESTLAKE, Ohio for a consultation.
What are John William Pinter's credentials?
John William Pinter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John William Pinter located?
John William Pinter is based in WESTLAKE, Ohio, working with JPS FINANCIAL, LLC. Their office serves clients in the WESTLAKE metropolitan area and surrounding communities.
How does John William Pinter charge for services?
John William Pinter's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JPS FINANCIAL, LLC?
JPS FINANCIAL, LLC has approximately 4 employees and manages $286M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at JPS FINANCIAL, LLC

Gregory M Pinter
WESTLAKE, OH
Stephen J Pinter
WESTLAKE, OH

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Research
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