John LattaruloCRD 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.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|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|
Total Assets Under Management29MILLIONS
Total Number of Accounts102ACCOUNTS
Average Account Value$281,656
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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