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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $680,000
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
1755 Bluff Ridge Trail, Blanco, TX 78606
83
Wealthminder
score

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.

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