John Nuckel LLC

John Nuckel LLC provides ongoing, discretionary portfolio management services primarily to high‑net‑worth individuals, creating a written Investment Policy Statement for each client and tailoring portfolios around insurance products (including annuities), equities, and a primary emphasis on ETFs. The firm notes an account minimum and reports $14.8 million in assets under management across a very small client base.

The firm’s investment process combines modern portfolio theory with charting, fundamental and technical analysis and generally implements long‑term trading and model allocations developed through an initial interview and documented risk tolerance. JNL executes trades under discretionary authority, delivers quarterly account reporting, and requires custody with Schwab Institutional while billing asset‑based advisory fees in arrears.

Noteworthy aspects compared with peers include the firm’s filings indicating it also advises investment company clients—an uncommon arrangement for independent solo advisers—and its explicit exclusion of non‑high‑net‑worth individual clients. JNL also discloses it does not aggregate (block) trades for multiple client accounts and maintains a very concentrated client roster, features that can affect trade execution and portfolio concentration relative to larger peers.