Jl Robuck Company

Jl Robuck Company (CRD# 226725) is a financial advisory firm headquartered in Laguna Niguel, CA. They 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
  • Pension consulting services
  • Educational seminars/workshops
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 Jl Robuck Company
Showing 1 - 1 of 1 top financial advisors.
James L. Robuck, Cdfa
CRD#: 3270898
28202 Cabot Road, Suite 300, Laguna Niguel, CA 92677

James Robuck, Cdfa (CRD# 3270898) is an Investment Advisor Representative working at Jl Robuck Company in Laguna Niguel, CA and has over 18 years of experience in the finance industry.

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