JQL WEALTH

JQL WEALTH is an SEC-registered investment adviser (CRD 340496). Regulatory assets under management: $44.9M.

Registration

• CRD: 340496
• SEC file number: 801-135814
• Type: Registered investment adviser
• Phone: 570-332-5680
• Latest filing: 2026-08-03
• Regulatory AUM: $44.9M
• Discretionary AUM: $44.9M
• Clients: 1
• Accounts: 21

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340496 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search