JRS INVESTMENTS AND WEALTH PRESERVATION, LLC

JRS INVESTMENTS AND WEALTH PRESERVATION, LLC is an SEC-registered investment adviser (CRD 146933). Regulatory assets under management: $15.4M.

Registration

• CRD: 146933
• Type: Registered investment adviser
• Phone: 858-735-2640
• Latest filing: 2026-03-30
• Regulatory AUM: $15.4M
• Discretionary AUM: $15.4M
• Clients: 5
• Accounts: 177

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 146933 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search