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Charles Schwab is the preferred custodian we utilize for our clients.
No. Your investments are ALWAYS held in your specific account, under your name (or trust or entity of your direction) and your tax ID number. Your money is separate and distinct to you.
Non-discretionary management implies that the client must approve the timing, amount, and pricing of each trade.
On the other hand, discretionary trading permits your advisor to conduct transactions without your explicit approval. At JPL Wealth, we function on a discretionary basis, enabling us to efficiently and promptly rebalance, replace investments, and manage our clients' collective investments. Before investing, we reach a mutual agreement with each client regarding asset allocation and risk levels, and we remain committed to these agreed-upon parameters. If any adjustments to these parameters are deemed necessary, we seek permission from the client before making modifications.
JPL Wealth Management
info@jplwealth.com 626-589-6197
Licenses: Series 24, Series 7, Series 66, Life
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Securities offered through J K Financial Services, Inc. Member FINRA/SIPC. Advisory services offered through JPL Wealth Management Inc. Insurance products are offered through JPL Financial and Insurance Services Inc.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
JPL Wealth Management Inc. (“JPL Wealth”) is a registered investment adviser offering advisory services in the State(s) of Texas and California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by JPL Wealth in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
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PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RETURNS. INVESTING INVOLVES RISK AND POSSIBLE LOSS OF PRINCIPAL CAPITAL. NO ADVICE MAY BE RENDERED BY JPL WEALTH UNLESS A CLIENT SERVICE AGREEMENT IS IN PLACE.