A complete list of active advisors currently associated with JPL Asset Management and Planning, LLC
Warmer can help you find a great advisor at JPL Asset Management and Planning, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at JPL Asset Management and Planning, 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.
Name |
Location |
Years of experience |
|---|---|---|
Newark, DE
| 29
| |
Newark, DE
| 28
| |
Newark, DE
| 27
|
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