Unclaimed Profile

Joel Johnson

JPL WEALTH MANAGEMENT, LLC·HIGHLANDS RANCH, Colorado

Series 7, Series 9, Series 10, Series 31, Series 63, Series 65, Series 66Clean record22 years registeredJPL WEALTH MANAGEMENT, LLC

1745 SHEA CENTER DRIVE, HIGHLANDS RANCH, CO 80129CRD# 3134733Firm CRD# 328474

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joel Johnson · HIGHLANDS RANCH, CO

Registration

CRD #3134733 · JPL WEALTH MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

JPL WEALTH MANAGEMENT, LLC

Oct 2023 – present

UNITED CAPITAL FINANCIAL ADVISORS

Jan 2015 – Nov 2023

SCOTTSDALE, AZ

CAPITAL INVESTMENT COUNSEL INC

Oct 2012 – Jan 2015

DENVER, CO

AMERIVEST INVESTMENT MANAGEMENT, LLC

Aug 2009 – Oct 2012

DENVER, CO

TD AMERITRADE, INC.

Aug 2009 – Oct 2012

DENVER, CO

REACTION FINANCIAL GROUP, LLC

May 2009 – Sep 2009

PLANO, TX

LPL FINANCIAL CORPORATION

Feb 2009 – Apr 2009

PLANO, TX

CHARLES SCHWAB & CO., INC.

Apr 2004 – Feb 2009

PLANO, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 31

Series 63

Series 65

Series 66

Registration record

First registered · April 8, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JPL WEALTH MANAGEMENT, LLC

CRD 328474 · SEC 801-128893

AUM

$300M

Regulatory assets under management

Employees

878 client accounts

Services offered by JPL WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JPL WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Joel Johnson offer?

Joel Johnson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HIGHLANDS RANCH, Colorado for a consultation.

What are Joel Johnson's credentials?

Joel Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joel Johnson located?

Joel Johnson is based in HIGHLANDS RANCH, Colorado, working with JPL WEALTH MANAGEMENT, LLC. Their office serves clients in the HIGHLANDS RANCH metropolitan area and surrounding communities.

How does Joel Johnson charge for services?

Joel Johnson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JPL WEALTH MANAGEMENT, LLC?

JPL WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $300M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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