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Advisors / Ohio / Westlake
34yrs

John Pinter

Financial advisor at JPS Financial

John Pinter is a fiduciary financial advisor in Westlake, Ohio, with 34 years in the industry. John joined JPS Financial in 2014, after 11 years at Principal Securities. John holds the ChFC designation.

One of 343 advisors with offices in Westlake, and one of 284 fiduciaries.

Westlake, OH 44145ChFCTop 7% by experience in OhioFiduciary advisor
Call the officeDirections

At a glance

Experience34 years (since 1992)
How that compares ?Top 7% by experience in Ohio
Office2001 Crocker Road Suite 530, Westlake, OH 44145
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.36 million
Advisors at the firm4
States licensed ?1 state

Services through JPS Financial

Financial planningInvestment management for individuals and small businessesRetirement plan consultingOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

ChFC

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2014 – now
    JPS Financial, LLCCurrent firm
  2. 2003 – 2014

Questions to ask John

Tailored to John’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About John

How do I contact John?

Call JPS Financial at (440) 899-6350 and ask for John Pinter. John works from the Westlake, OH office.

How long has John been a financial advisor?

John has been in the industry since 1992, about 34 years. Top 7% by experience in Ohio.

What licenses does John hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is John a fiduciary?

John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is John paid?

JPS Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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