Unclaimed Profile

Luke Nagell

JPL WEALTH MANAGEMENT, LLC·HIGHLANDS RANCH, Colorado

Series 65Clean record14 years registeredJPL WEALTH MANAGEMENT, LLC

1745 SHEA CENTER DRIVE, HIGHLANDS RANCH, CO 80129CRD# 5239324Firm CRD# 328474

Profile Verification

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

Identity

Luke Nagell · HIGHLANDS RANCH, CO

Registration

CRD #5239324 · JPL WEALTH MANAGEMENT, LLC · 14 years registered

Brand Profile

Not yet started

Career History

JPL WEALTH MANAGEMENT, LLC

Nov 2023 – present

UNITED CAPITAL FINANCIAL ADVISORS

Oct 2019 – Nov 2023

DENVER, CO

UNITED CAPITAL FINANCIAL ADVISERS

Aug 2018 – Jul 2019

DENVER, CO

GALLATIN RIVER CAPITAL LLC

Oct 2011 – Apr 2018

DENVER, CO

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 6, 2011

Years registered · 14

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 Luke Nagell offer?

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

What are Luke Nagell's credentials?

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

Where is Luke Nagell located?

Luke Nagell 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 Luke Nagell charge for services?

Luke Nagell'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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