JPL ASSET MANAGEMENT AND PLANNING, LLC

Overview

JPL Asset Management And Planning, LLC is an independent, owner-operated registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm combines fee-based advisory services with insurance brokerage capabilities, using a percentage-of-AUM fee model. Its client mix skews toward mass-affluent households and small institutional relationships rather than large institutional mandates. Investment activity shows a strong equity orientation: the firm’s portfolios are dominated by exchange-traded equities, and its stated preference is equities. The advisory approach appears to be largely advisory and client-directed rather than discretionary, given the firm’s non-discretionary asset profile. That suggests JPL structures strategies around client-driven mandates and financial plans, implementing core equity exposure through liquid, exchange-traded instruments and supplementing with more traditional mutual funds and annuities where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices