JS WEALTH INVESTMENT GROUP

JS WEALTH INVESTMENT GROUP is an SEC-registered investment adviser (CRD 164184). Regulatory assets under management: $7.5M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 164184
• Type: Registered investment adviser
• Phone: 972-306-3140
• Latest filing: 2026-01-14
• Regulatory AUM: $7.5M
• Non-discretionary AUM: $7.5M
• Clients: 1
• Accounts: 13

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, 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 164184 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search