JL SQUARED GROUP, LLC

PHILADELPHIA, Pennsylvania·3 registered advisors·CRD# 157815
SEC# 801-724540215-609-3443
01

Firm Overview

AUM
$237M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Security ratings or pricing services
Compensation
Other: EXPENSE REIMBURSEMENT RECEIVED FROM THE LUBERT FAMILY
03

Specialties

Retirement Planning
04

Advisors at JL SQUARED GROUP, LLC

3 registered advisors
Jason Beynon Meldrum
PHILADELPHIA, Pennsylvania
Jonathan Mark Lubert
PHILADELPHIA, Pennsylvania
Jonathan Reed Liggett
PHILADELPHIA, Pennsylvania
05

Office Locations

PHILADELPHIA, Pennsylvania
3 advisors

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Data sourced from SEC Form ADV filings. JL SQUARED GROUP, LLC (CRD# 157815) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.