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Jacob L
Series 65
Venice, CA
JGL Advisory LLC
Jacob Lopez is the principal of JGL Advisory LLC in Venice, CA, holding a Series 65 credential with six years of industry experience including roles at ARX Management LLC and City National Bank. Prior to founding JGL Advisory, he managed court-mandated Qualified Settlement Funds and concurrently oversees fixed-income portfolios focused on short-duration, highly rated securities. JGL Advisory LLC is a newly formed investment manager that plans to provide discretionary portfolio management for individuals, small businesses, trusts, estates, and institutional clients. The firm employs a long-term, buy-and-hold strategy based on bottom-up stock selection and a combination of fundamental, technical, and macroeconomic analysis across equities, fixed income, ETFs, and mutual funds.
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