JPL ASSET MANAGEMENT AND PLANNING, LLC

JPL ASSET MANAGEMENT AND PLANNING, LLC of NEWARK, DE is an SEC-registered investment adviser (CRD 145213). Regulatory assets under management: $97.0M.

Registration

• CRD: 145213
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 145213 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search