J.p. Wealth Management, LLC
J.p. Wealth Management, LLC (CRD# 251787) is a financial advisory firm headquartered in Blanco, TX. They manage $34,000,000 in 50 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management34MILLION
Total Number of Accounts50ACCOUNTS
Average Account Value$680,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
George Posada (CRD# 1106657) is an Investment Advisor Representative working at J.p. Wealth Management, LLC in Blanco, TX and has over 29 years of experience in the finance industry.