A complete list of active advisors currently associated with JLJ Capital Management, LLC

Warmer can help you find a great advisor at JLJ Capital Management, LLC or one who fits your needs even better.

JLJ Capital Management, LLC provides ongoing investment management and financial planning services to individuals, trusts and estates, corporations and pension/profit-sharing plans. The firm offers both discretionary and non‑discretionary portfolio management and may place client assets with third‑party independent portfolio managers through the Envestnet and FMAX programs. The firm follows a strategic asset allocation and rebalancing approach, using individual bonds and dividend and growth equities as core holdings while adding actively managed ETFs and open‑ended funds where appropriate; each engagement is documented with a Confidential Investor Profile and an Investment Policy Statement. Methods of analysis explicitly combine fundamental research with charting, technical and cyclical analysis, and strategies described in the brochure can include covered‑call writing, tax‑loss harvesting and, for some unmanaged accounts at the client’s discretion, short sales, margin and option transactions. Compared with many solo independent advisers, JLJ manages a modest asset base (about $43 million across roughly 98 clients) while providing access to third‑party wrap/program platforms and custodial services through a major custodian (Fidelity). The firm notes the principal holds accounting credentials, documents client objectives in detail, provides ongoing support for account establishment and transfers, and discloses use of broker research and soft‑dollar resources.

To learn more about the advisors currently working at JLJ Capital Management, LLC, 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.