Jle Wealth Management, LLC

Jle Wealth Management, LLC (CRD# 167171) is a financial advisory firm headquartered in San Diego, CA. They manage $4,725,681 in 36 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
10620 Treena St., Suite 230, San Diego, CA 92131
http://www.eqmcapital.com
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $131,269
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Jle Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jane Edmondson, financial advisor San Diego CA
Jane L. Edmondson
CRD#: 2198396
10755 Scripps Poway Parkway, #298, San Diego, CA 92131

Jane Edmondson (CRD# 2198396) is the founder of Eqm Capital LLC in San Diego, CA and has over 23 years of experience in the finance industry. She is also the co-founder of Eqm Indexes, a provider of indexes for the ETP industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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