JQL Wealth
Firm details
- Headquarters
- ,
- CRD number
- 340496
- Registered since
- April 9, 2026
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.6%
- Individuals20.4%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
JQL Wealth is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is SEC-registered (2026) and positions itself as a capital allocator serving primarily individual and family clients on a percentage-of-AUM fee model. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm reports being an active ESG investor, which it factors into its manager and product choices.
Assets & Accounts
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
- Public Funds/Mutual Funds81%
- Exchange Traded Equities12%
- State & Local Bonds3%
Contacts
1 of 1
Jonathan Thomas
Founder & Financial PlannerCRD 6135689
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations