A complete list of active advisors currently associated with JHL Investment Firm Inc

Warmer can help you find a great advisor at JHL Investment Firm Inc or one who fits your needs even better.

JHL Investment Firm Inc is registered as an investment manager and offers non‑discretionary asset management alongside financial planning and consulting services, including a two‑step planning package and ongoing portfolio monitoring. The firm’s brochure states it generally provides advice to individual clients but also reports that it currently has no assets under management. The firm’s investment process emphasizes fundamental analysis and tailored strategies based on documented client goals, time horizons and risk tolerance; the adviser determines securities to buy or sell but seeks client approval before execution. Account reviews are performed at least quarterly and financial plans are delivered within a stated 45‑day timeframe, with fees invoiced rather than directly debited from client accounts. A distinctive element of the firm is that the principal maintains affiliated insurance businesses and is licensed as an insurance agent, receiving commissions on insurance product sales; the brochure discloses this relationship, notes the resulting conflict of interest, and describes disclosures and client options to mitigate that conflict. These insurance affiliations and receipt of insurance commissions are relatively uncommon among firms in the investment‑manager category and are highlighted alongside other operational disclosures (custody recommendations, proxy voting practices) in the brochure.

To learn more about the advisors currently working at JHL Investment Firm Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Loc Tran	Westminster, CA	8

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