Jbl Wealth Strategies
Jbl Wealth Strategies (CRD# 165960) is a financial advisory firm headquartered in , . They manage $34,602,351 in 151 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Jbl Wealth Strategies
By the Numbers
-
Total Assets Under Management35MILLION
-
Total Number of Accounts151ACCOUNTS
-
Average Account Value$229,155
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 Jbl Wealth Strategies
1
John Lattarulo (CRD# 4125522) is an Investment Advisor Representative working at Jbl Wealth Strategies in El Cajon, CA and has over 24 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.