# JPL ASSET MANAGEMENT AND PLANNING, LLC

JPL ASSET MANAGEMENT AND PLANNING, LLC of NEWARK, DE is an SEC-registered investment adviser.

## Registration

- CRD: 145213
- Type: SEC-registered investment adviser
- Location: 262 CHAPMAN ROAD, NEWARK, DE, 19702
- Phone: 302-594-0881
- Latest filing: 2026-03-17
- Regulatory AUM: $97.0M
- Non-discretionary AUM: $97.0M
- Clients: 3
- Accounts: 360

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145213/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145213/similar
- Related entities: https://search.stillhousedata.com/firm/145213/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145213

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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.