JQL Wealth
Firm details
- Headquarters
- ,
- CRD number
- 340496
- Registered since
- April 9, 2026
- Website
- www.jqlwealth.com
- 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 a limited liability company and SEC-registered in 2026. The firm is owned by an individual and serves affluent individuals and families on a percentage-of-AUM fee model. Its core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers. JQL Wealth identifies as an active ESG investor and functions as a capital allocator, using external managers as part of its implementation approach. The firm is structured to operate within a single state rather than as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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