Calabasas Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Calabasas Advisory Group, LLC dba JL Wealth Management serves individuals (including high‑net‑worth clients), trusts, retirement plans and business entities, offering comprehensive portfolio management and financial planning. The firm reports approximately $249.5 million in discretionary assets and constructs portfolios using individual stocks, bonds, ETFs, options, mutual funds and other public and private securities.
The firm provides individualized, discretionary comprehensive portfolio management with ongoing monitoring and rebalancing, drawing on a mix of analysis techniques (fundamental, technical, charting, cyclical) and multiple asset‑allocation approaches (strategic, dynamic, tactical, core‑satellite). Custody and execution are provided through an institutional platform arrangement with Fidelity, and advisory fees are billed as a percentage of assets under management.
Compared with many peers, the firm supports a large client base relative to its advisory headcount—about 488 clients across two advisors—resulting in a high client‑to‑advisor ratio that may influence service workflows and review frequency (accounts are reviewed at least annually, with off‑cycle reviews for major events). Several representatives are also licensed insurance agents/brokers who offer insurance products and receive customary commissions; the brochure discloses this other industry activity and describes measures intended to mitigate the resulting conflicts of interest.
Client services
Expertise
Fee options
Maximum annual fee will not exceed 1.25%. Fees are negotiable.
Main office
32107 Lindero Canyon Rd., Suite #133
Westlake Village CA 91361
Advisors at this office
2
Most active in
California · Texas
Also doing business as
Calabasas Advisory Group · Calabasas Advisory Group, LLC · Jl Wealth Management · Semeleng Financial Services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jason S
ChFC®, Series 63, Series 65
Westlake Village, CA
Calabasas Advisory Group, LLC
Jason Semeleng is a financial advisor with Calabasas Advisory Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 29 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 12 years before joining Calabasas Advisory Group in 2017. Outside of advisory work, he is a partner in Seamless Window Fashions, Inc., a window covering sales and installation business. Calabasas Advisory Group serves individuals, trusts, retirement plans, and business entities, managing approximately $249.5 million in discretionary assets. The firm offers comprehensive portfolio management with ongoing monitoring and employs multiple investment approaches, including fundamental and technical analysis, across various asset classes.
John L
ChFC®, Series 63
Westlake Village, CA
Calabasas Advisory Group, LLC
John Leach is a ChFC® with 33 years of experience in the financial services industry. He has been with Calabasas Advisory Group, LLC dba JL Wealth Management since 2017 and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2017. Calabasas Advisory Group, LLC dba JL Wealth Management serves individuals, trusts, retirement plans, and business entities, managing approximately $249.5 million in discretionary assets. The firm offers comprehensive portfolio management and financial planning, utilizing a variety of investment products and a mix of fundamental, technical, and asset-allocation strategies.
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