Js Asset Management (West Conshohocken)

Js Asset Management is a large advisory firm based in West Conshohocken. It manages $151.95 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Pennsylvania.

Js Asset Management provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Js Asset Management: assets under management

The assets under management (AUM) of Js Asset Management is $151.95 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 175% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $151.95 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $11.69 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Js Asset Management for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Js Asset Management

John Keith Schneider has served as the Chief Investment Officer since 1 Feb 2005. Katina M Kushner joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Marvin Harris Barge	Chief compliance officer	1 Feb 2005	Other	4866470
John Keith Schneider	Chief executive officer/chief investment officer	1 Feb 2005	75% - 100%	2539320
William Lee Norton	Analyst	1 Feb 2005	Other	1940105
Jennifer Lynn Baker	Analyst	1 Feb 2005	Other	2574409
Llc Stellate Partners	Shareholder	1 Feb 2005	Other	20-2147661
Gerard Scarpati	Chief compliance officer/chief financial officer	1 Oct 2006	Other	2313132
Katina M Kushner	Chief compliance officer	1 Jan 2009	Other	5636307

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Paul Richard Greenwood	Shareholder	1 Jan 2005	25% - 50%	4982347
John David Mathai	Shareholder	1 Jan 2005	25% - 50%	1911948
Robert William Mathai	Shareholder	1 Jan 2005	25% - 50%	4370269

Based in West Conshohocken

The principal office where Js Asset Management performs its advisory services is located at One Tower Bridge, West Conshohocken, PA 19428, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-234-2202 or by fax 610-825-1831. The normal business hours are 9:00am - 5:00pm on Monday - Friday.