John Lattarulo, financial advisor San Diego CA

John Lattarulo

CRD Number: 4125522
Current Firm: Jbl Wealth Strategies

John Lattarulo (CRD# 4125522) is an Investment Advisor Representative working at Jbl Wealth Strategies in San Diego, CA and has over 22 years of experience in the finance industry. John Lattarulo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
John B. Lattarulo Dba Jbl Wealth Strategies San Diego, CA Nov 2012 - Current 9
Green Envy Ink, Llc Dba Alpha Global Investments San Diego, CA Oct 2010 - Jan 2013 2
John B. Lattarulo San Diego, CA Jan 2011 - Nov 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2000
S65 NASAA Investment Advisors Law Examination Oct 2006
Contact Info for John B. Lattarulo
Phone Number: 619-218-2734
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    29
    MILLIONS
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $281,656
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, TX

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