JPL Asset Management and Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$91,616,033
Clients
369
Advisors
3
of 3 employees
About
JPL Asset Management and Planning, LLC provides portfolio management and financial planning primarily for individual clients, operating on a percentage-of-assets-under-management fee basis. The firm reports about $96.95 million in regulatory assets under management, with three advisors serving roughly 369 client relationships.
As disclosed in its Form ADV Part 2, the firm’s advisory arrangements are predominantly non-discretionary, meaning clients generally retain final investment authority and the firm implements recommendations with client approval and periodic account reviews. Its ADV also describes conventional portfolio management and planning processes consistent with retail-focused advisory practices.
What distinguishes the firm from many peers is that it discloses insurance broker/agent activity, so advisers may recommend and place insurance products in addition to providing investment advice. The brochure also indicates the firm does not identify high‑net‑worth individuals as a primary client type, signaling a focus on non‑HNW retail clients.
Client services
Expertise
Fee options
Main office
262 Chapman Road, Suite 201 A
Newark DE 19702
Advisors at this office
3
Most active in
Delaware · Florida · Maryland · New Jersey · Pennsylvania
Also doing business as
Jpl Asset Management And Planning · Jpl Asset Management And Planning, LLC · Larocca, Thomas, Martin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Marc H
CFP®, Series 63, Series 65
Newark, DE
JPL Asset Management and Planning, LLC
Marc Hansen is a CFP® professional at JPL Asset Management and Planning, LLC with 27 years of industry experience. He has been with JPL since 2010. In addition to his advisory role, he is an independent insurance agent specializing in fixed products. JPL Asset Management and Planning serves individual clients, trusts, custodial accounts, and 401(k) participants by providing investment advisory and financial planning services. The firm employs traditional asset-allocation models to build diversified portfolios and manages accounts on a non-discretionary basis, emphasizing individualized portfolio management.
Christopher B
Series 63, Series 65
Newark, DE
JPL Asset Management and Planning, LLC
Christopher Bove is a financial advisor with JPL Asset Management and Planning, LLC in Newark, DE, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1996. Outside of his advisory role, he is an independent insurance agent selling fixed annuities. JPL Asset Management and Planning serves individual clients, trusts, custodial accounts, and 401(k) participants by providing investment advisory and financial planning services. The firm employs traditional asset-allocation models to build diversified portfolios and manages accounts on a non-discretionary basis, with advisors also active as insurance producers conducting those activities outside firm supervision.
Thomas L
CFP®, ChFC®, Series 63, Series 65
Newark, DE
JPL Asset Management and Planning, LLC
Thomas Larocca is a CFP® and ChFC® with 26 years of industry experience. He has been with JPL Asset Management and Planning, LLC since 2008. Outside of his advisory work, he owns Root Em In Racing LLC, a horse breeding and racing business. JPL Asset Management and Planning serves individual clients, trusts, custodial accounts, and 401(k) participants by providing investment advisory and financial planning services. The firm uses traditional asset-allocation models to build diversified portfolios and manages accounts on a non-discretionary basis, requiring client approval before trades.
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