Nancy L Oktavec
Investment adviser representative at Jps Financial, LLC
13 yearsExperience
1 stateRegistered in
$377MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Jps Financial, LLCJan 2013 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Jps Financial, LLC
$377MAssets managed
279Clients
4Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4878350
- Firm CRD
- 169208