Financial Planning | JBS Asset Management

About JBS

JBS Asset Management, owned and operated by Jim Sleeper, is an independent firm designed to provide financial solutions for individuals through financial planning and portfolio management. JBS is unique in its approach. With 33 years of experience managing stocks and bonds, Jim serves brokers and individuals. His expertise, honed from years of experience, provides clients exclusive investment advantages. He adheres to sound investment principles grounded in proven research and hard work. Located in Syracuse, New York, JBS serves clients throughout New York, New Jersey, Pennsylvania and Florida.

Portfolio Management

With vast experience managing portfolios, Jim has developed unique technical expertise in nurturing and protecting assets while mitigating risk. Jim conducts rigorous research in determining what investment decisions to make and what to avoid, with conservative values governing his decisions. As a fiduciary, he makes investments meant to benefit clients, with clients’ goals as his guide.

Retirement Planning

An experienced problem-solver, Jim tackles financial issues with cohesive planning, opening a path to prepare for your dream retirement. With intentional, careful planning, he brings goals into focus, providing ways to build a comfortable future. Whatever your questions, obstacles or concerns, Jim is prepared to dedicate his time and expertise to help you thrive now and tomorrow.