How does the advisor help clients – Key Takeaways:
The primary goal of JPL Asset Management and Planning, LLC is to provide personalized and objective financial advice to its clients. They achieve this by understanding the unique needs and financial situation of every client and creating a customized financial plan that aligns with their long-term goals.
Some key takeaways of the services offered by JPL Asset Management and Planning, LLC include:
- Comprehensive financial planning
- Investment management and wealth building strategies
- Risk management and insurance solutions
- Tax planning and optimization
- Estate planning and wealth preservation
Facts and Insights
JPL Asset Management and Planning, LLC is a relatively new firm, founded in 2015, but has quickly gained recognition and trust among its clients. As of 2020, the firm manages over $300 million in assets and has 10 advisors in its team, each with an average of 15 years of industry experience.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets under Management (in millions) | Number of Advisors |
|---|---|---|
| 2015 | $10 | 4 |
| 2016 | $25 | 6 |
| 2017 | $50 | 8 |
| 2018 | $100 | 10 |
| 2019 | $200 | 10 |
| 2020 | $300 | 10 |
Financial Services Offered
JPL Asset Management and Planning, LLC offers a wide range of financial services to cater to the diverse needs of its clients. Some of the primary services include:
- Retirement planning
- Investment management
- Tax planning and optimization
- Estate planning
- Education planning
- Risk management and insurance solutions
- Corporate retirement planning
Client Types
JPL Asset Management and Planning, LLC serves a broad spectrum of clients, including individuals, families, small businesses, and corporations. They work closely with each client to understand their unique financial needs and goals, and develop a personalized financial plan that addresses their specific requirements.
Fees & Compensation
The fee structure at JPL Asset Management and Planning, LLC is transparent and based on a percentage of assets under management. This ensures that the advisors’ interests are aligned with their clients, and they are committed to helping them grow their wealth effectively. The firm also provides fee-only services, which means they do not receive any commissions or third-party payments, ensuring unbiased and objective advice.
Background
JPL Asset Management and Planning, LLC is headquartered in New York, with several offices across the country. The firm was founded by John Landon, a seasoned financial advisor with over 20 years of industry experience. Landon’s vision for the firm was to provide personalized and objective financial advice to clients, earning their trust and building long-term relationships.
Financial Advisor Disclosures to Know
In compliance with industry regulations, JPL Asset Management and Planning, LLC discloses all necessary information about their advisors, including their qualifications, disciplinary history, and any potential conflicts of interest. This can provide clients with peace of mind and assure them that they are working with a reputable and trustworthy firm.
In conclusion, JPL Asset Management and Planning, LLC is a top financial advisory firm that offers comprehensive and objective financial planning and wealth management services. With their highly qualified team of advisors and commitment to serving their clients’ best interests, they are a trusted partner for individuals and