J.p. Wealth Management, LLC
J.p. Wealth Management, LLC (CRD# 251787) is a financial advisory firm headquartered in , . They manage $53,000,000 in 46 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
J.p. Wealth Management, LLC
By the Numbers
-
Total Assets Under Management53MILLION
-
Total Number of Accounts46ACCOUNTS
-
Average Account Value$1,152,174
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at J.p. Wealth Management, LLC
1
George Posada (CRD# 1106657) is an Investment Advisor Representative working at J.p. Wealth Management, LLC in Blanco, TX and has over 35 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.