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).
Total Assets Under Management42MILLION
Total Number of Accounts42ACCOUNTS
Average Account Value$1,000,000
- 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 Austin, TX and has over 28 years of experience in the finance industry.