Jbl Wealth Strategies

Jbl Wealth Strategies (CRD# 165960) is a financial advisory firm headquartered in San Diego, CA. They manage $14,689,458 in 38 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Jbl Wealth Strategies
Showing 1 - 1 of 1 top financial advisors.
John B. Lattarulo
CRD#: 4125522
9747 Businesspark Avenue, Suite 229, San Diego, CA 92131

John Lattarulo (CRD# 4125522) is an Investment Advisor Representative working at Jbl Wealth Strategies in San Diego, CA and has over 18 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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