JLE Wealth Management, LLC
Firm details
- Headquarters
- San Diego, California
- CRD number
- 167171
- Website
- eqmcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI65.64%
- Individuals34.36%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
JLE Wealth Management, LLC is an individually owned, single-state registered advisory firm that focuses on portfolio management for individuals, families and small-business clients. The firm bills on a percentage-of-assets-under-management basis and does not operate as a capital allocator or pension consultant. Investment policy does not emphasize ESG integration. Advisory activity is concentrated on discretionary portfolio management, with a very small non-discretionary component.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Jane Edmondson
PresidentCRD 2198396
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 10620 Treena St
- Time zone
- PT (UTC-8)
- Office locations
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