Jrv Wealth Management Group, LLC
Jrv Wealth Management Group, LLC (CRD# 152052) is a financial advisory firm headquartered in Philadelphia, PA. They manage $1,400,000 in 35 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts35ACCOUNTS
Average Account Value$40,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
James Veal (CRD# 2322562) is an Investment Advisor Representative working at Jrv Wealth Management Group, LLC in Philadelphia, PA and has over 24 years of experience in the finance industry.