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
Jle Wealth Management, LLC
By the Numbers
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Total Assets Under Management5MILLION
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Total Number of Accounts36ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Jle Wealth Management, LLC
1
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.
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