A complete list of active advisors currently associated with JLA Investment Management
Warmer can help you find a great advisor at JLA Investment Management or one who fits your needs even better.
JLA Investment Management is a small registered investment adviser that provides discretionary portfolio management and separate financial and retirement consulting to individuals, high‑net‑worth clients, trusts, estates, and charitable organizations. The firm serves a limited client base (about 18 households) and manages roughly $16.25 million in discretionary assets, reflecting a focus on individualized advisor-client relationships. The firm constructs customized portfolio allocations and implements them with individual stocks and bonds, exchange‑traded funds and mutual funds, and may incorporate non‑speculative option strategies while expressly avoiding margin, cryptocurrencies and penny stocks. Portfolios are reviewed and rebalanced based on each client’s objectives and life events; the firm commonly operates with discretionary trading authority but also provides non‑discretionary consulting engagements. Noteworthy for a firm of its size, JLA documents a formal compliance framework including a written Code of Ethics with annual recertification and ongoing monitoring, and it discloses personal trading practices and potential conflicts. Its small client roster combined with relatively high assets per client and a principal background that includes prior broker‑dealer experience shape an operating model oriented toward more intensive, higher‑balance relationships.
To learn more about the advisors currently working at JLA Investment Management, 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 |
|---|---|---|
Oakland, CA
| 26
|
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