J.p. Wealth Management, LLC

J.p. Wealth Management, LLC (CRD# 251787) is a financial advisory firm headquartered in Austin, TX. They manage $42,000,000 in 42 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $1,000,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
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.

CA, TX

Financial Advisors at J.p. Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
George A. Posada
CRD#: 1106657
200 Congress Ave 13 D, Austin, TX 78701
83
Wealthminder
score

George Posada (CRD# 1106657) is an Investment Advisor Representative working at J.p. Wealth Management, LLC in Austin, TX and has over 28 years of experience in the finance industry.

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