# JPS Global Investments, LLC

> JPS Global Investments, LLC is a state-registered investment advisory firm in Lake Oswego, OR, registered since 2007, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 142974
- Filed as: JPS GLOBAL INVESTMENTS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lake Oswego, OR
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142974
- AdvisorCensus page: https://advisorcensus.com/firm/jps-global-investments-llc-lake-oswego-or-142974

## Quick answers

**How is JPS Global Investments, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), JPS Global Investments, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is JPS Global Investments, LLC located?**
JPS Global Investments, LLC's principal office is in Lake Oswego, OR, according to its Form ADV.

**Is JPS Global Investments, LLC registered with the SEC or a state?**
JPS Global Investments, LLC is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 142974.

**How much does JPS Global Investments, LLC manage?**
JPS Global Investments, LLC reports $74,379,233 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (86% discretionary).

**What types of clients does JPS Global Investments, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (57); high net worth individuals (17); charitable organizations (5).

**Does JPS Global Investments, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/142974

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $74,379,233
- Discretionary: $64,139,812
- Non-discretionary: $10,239,421

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 57 | $25,522,461 |
| High net worth individuals | 17 | $39,495,833 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $577,264 |
| Charitable organizations | 5 | $4,040,098 |
| Other investment advisers | Fewer than 5 | $4,743,577 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2007 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jpsglobalinvest.com
- LinkedIn @18150105

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JPS Global Investments, LLC (CRD 142974): Form ADV filing data as of October 2026.