Jlp Capital Management

Jlp Capital Management (CRD# 155797) is a financial advisory firm headquartered in Linwood, NJ. They manage $9,500,000 in 135 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    135
    ACCOUNTS
  • Average Account Value
    $70,370
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

NJ

Financial Advisors at Jlp Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
Thomas J. Putney
CRD#: 4400023
222 New Road, Suite 503, Linwood, NJ 08221
84
Wealthminder
score

Thomas Putney (CRD# 4400023) is an Investment Advisor Representative working at Jlp Capital Management in Linwood, NJ and has over 16 years of experience in the finance industry. Thomas Putney 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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