JLE Wealth Management, LLC

JLE Wealth Management is an independent, woman‑owned advisory firm formed in 2012 that provides discretionary investment management and bundled financial planning to individuals, high‑net‑worth and institutional clients through separately managed accounts. Financial planning is offered only to those receiving investment management and is included in the firm’s management arrangement rather than billed as a standalone service.

The firm uses a bottom‑up, quantitative, model‑driven stock selection process built on proprietary rankings that combine fundamental inputs (earnings growth, valuation, cash generation) with market‑sentiment measures, and it regularly rebalances portfolios while limiting position size, industry exposure and correlation to control risk. JLE purchases third‑party data and research directly to support its models and supplements quantitative outputs with traditional qualitative checks before acting on late‑breaking or company‑specific events.

Notable operational features disclosed in the brochure include that the managing member maintains a senior index product role at an unaffiliated company and reports spending approximately 90% of her time in that outside role, a circumstance the firm identifies as a potential conflict and discloses to clients. The firm also does not participate in wrap fee programs and generally does not vote proxies for client holdings, leaving proxy voting responsibility with clients.