JSE Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 318335
- Website
- www.jsewealth.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI50.47%
- Individuals49.53%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
JSE Wealth Management LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and charges fees based on a percentage of assets under management. Its advisory work focuses on financial planning and portfolio management for individuals and small businesses. The firm does not identify itself as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
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
- Public Funds/Mutual Funds89%
- Exchange Traded Equities9%
- Cash & Cash Equivalents2%
Contacts
1 of 1
John Erickson
Managing PartnerCRD 2163629
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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