Jlfranklin Wealth Planning

Jlfranklin Wealth Planning (CRD# 131690) is a financial advisory firm headquartered in San Rafael, CA. They manage $201,377,985 in 218 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1050 Northgate Drive, Suite 360, San Rafael, CA 94903
http://www.jlfwealth.com
By the Numbers
  • Total Assets Under Management
    201
    MILLION
  • Total Number of Accounts
    218
    ACCOUNTS
  • Average Account Value
    $923,752
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
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Jlfranklin Wealth Planning
Showing 1 - 2 of 2 top financial advisors.
1
Tarren Schaar, financial advisor San Rafael CA
Tarren N. Schaar
CRD#: 6174073
1050 Northgate Drive, Suite 360, San Rafael, CA 94903

Tarren Schaar (CRD# 6174073) is an Investment Advisor Representative working at Jlfranklin Wealth Planning in San Rafael, CA and has 1 year of experience in the finance industry.

2
Joyce Franklin, financial advisor San Rafael CA
Joyce L. Franklin
CRD#: 4810432
1050 Northgate Drive, Suite 360, San Rafael, CA 94903

Joyce Franklin (CRD# 4810432) is an Investment Advisor Representative working at Jlfranklin Wealth Planning in San Rafael, CA and has over 24 years of experience in the finance 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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