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SJS Investment Services

Headquartered in SYLVANIA, OH

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Firm Information

SJS Investment Services is an investment advisory firm located in Sylvania, OH. Founded in 2007, the firm provides a variety of services, including financial planning, portfolio management for individuals and businesses, and investment advice for a range of clients. SJS Investment Services manages over $2.2 billion in assets for individuals, families, businesses, and institutions. The firm is registered with the SEC and has a team of 17 investment advisor representatives and 4 licensed agents.

SJS Investment Services

6711 MONROE ST.

SYLVANIA, OH 43560

$2.24B

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (7)

SJS INVESTMENT SERVICES has a total of 7 branch locations across the country.
location

AKRON, OH

location

SYLVANIA, OH

location

Phoenix, AZ

location

Scottsdale, AZ

location

Perrysburg, OH

location

Sylvania, OH

location

Chicago, IL

Advisors at SJS Investment Services

View All 14 Advisors
Unclaimed
Austin Thomas Grizzell

CFP®, RA

Scottsdale, AZ

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Jennifer Ann Smiljanich

CFP®, RA

Phoenix, AZ

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Unclaimed
Robert John Schaefer

CFP®, RA

SYLVANIA, OH

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Unclaimed
Jeffrey Neil Lewis

RA

SYLVANIA, OH

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Unclaimed
Thomas Richard Kelly

CFA®, RA

Chicago, IL

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Unclaimed
Gary Jon Geiger

RA

SYLVANIA, OH

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Unclaimed
Scott John Savage

RA

SYLVANIA, OH

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Unclaimed
Lisa Marie Denstorff

RA

SYLVANIA, OH

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Disclosures

There are no public disclosures for SJS Investment Services.

Frequently Asked Questions (7)

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