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JPL ASSET MANAGEMENT AND PLANNING, LLC
CRD 145213
262 CHAPMAN ROAD, SUITE 201-A, NEWARK, DE, 19702, United States
Phone
302-594-0881
Fax
302-594-0871
Registration
— (—)
Source
State registered
Total AUM
$97.0M
Discretionary AUM
$0
Team
3 total employees; 3 advisory reps; 370 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 369 | $91.6M |
| Pension/profit sharing plans | 1 | $5.3M |
Official SEC filing: View on IAPD