JPL WEALTH MANAGEMENT, LLC of GREENWOOD VILLAGE, CO is an SEC-registered investment adviser (CRD 328474). Regulatory assets under management: $587.9M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Joel Johnson | CHIEF COMPLIANCE OFFICER; MANAGER | Winter Garden, FL |
| Patrick Ryan Rudy | MANAGER | — |
| Luke Nagell | MANAGER | — |
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |
| JOHNSON WILLIAM JOEL | CHIEF COMPLIANCE OFFICER; MANAGER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| RUDY PATRICK RYAN | MANAGER; MANAGING MEMBER; MEMBER | — |
| NAGELL LUKE | MANAGER; MEMBER | — |