Jpl Asset Management And Planning, LLC

Jpl Asset Management And Planning, LLC (CRD# 145213) is a financial advisory firm headquartered in Wilmington, DE. They manage $35,300,000 in 350 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    350
    ACCOUNTS
  • Average Account Value
    $100,857
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

DE, MD, NJ, PA, TX

Financial Advisors at Jpl Asset Management And Planning, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Marc A. Hansen
CRD#: 2744663
1303 Delaware Avenue, Suite 112, Wilmington, DE 19806
96
Wealthminder
score

Marc Hansen (CRD# 2744663) is an Investment Advisor Representative working at Jpl Asset Management And Planning, LLC in Wilmington, DE and has over 20 years of experience in the finance industry. Marc Hansen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Thomas M. Larocca
CRD#: 2543437
1303 Delaware Avenue, Suite 112, Wilmington, DE 19806
96
Wealthminder
score

Thomas Larocca (CRD# 2543437) is an Investment Advisor Representative working at Jpl Asset Management And Planning, LLC in Wilmington, DE and has over 22 years of experience in the finance industry. Thomas Larocca has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Andrew J. George
CRD#: 2487596
1303 Delaware Avenue, Suite 112, Wilmington, DE 19806
93
Wealthminder
score

Andrew George (CRD# 2487596) is an Investment Advisor Representative working at Jpl Asset Management And Planning, LLC in Wilmington, DE and has over 22 years of experience in the finance industry.

4
Christopher L. Bove
CRD#: 2048267
1303 Delaware Avenue, Suite 112, Wilmington, DE 19806
83
Wealthminder
score

Christopher Bove (CRD# 2048267) is an Investment Advisor Representative working at Jpl Asset Management And Planning, LLC in Wilmington, DE and has over 26 years of experience in the finance industry.

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