# JLFRANKLIN WEALTH PLANNING, LLC

JLFRANKLIN WEALTH PLANNING, LLC of SAN RAFAEL, CA is an SEC-registered investment adviser.

## Registration

- CRD: 131690
- Type: SEC-registered investment adviser
- SEC file number: 801-110848
- Location: 1050 NORTHGATE DRIVE, SUITE 360, SAN RAFAEL, CA, 94903
- Phone: (415) 925-3400
- Latest filing: 2024-03-05
- Regulatory AUM: $201.4M
- Discretionary AUM: $201.4M
- Clients: 3
- Accounts: 218

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| FRANKLIN JOYCE LEA | FOUNDING PRINCIPAL, SENIOR WEALTH PLANNER, MEMBER; MANAGING MEMBER, LEAD ADVISOR; PRINCIPAL (+1 more) | — |
| SCHAAR TARREN NATHANIEL | CCO, WEALTH PLANNER, MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131690/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131690/similar
- Related entities: https://search.stillhousedata.com/firm/131690/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131690

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.