JLE Wealth Management, LLC
Firm details
- Headquarters
- San Diego, California
- CRD number
- 167171
- Website
- jlewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI65.64%
- Individuals34.36%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
JLE Wealth Management, LLC is a small, individually owned limited liability company that provides fee-based portfolio management primarily for individuals and small businesses. The firm charges a percentage-of-AUM advisory fee and focuses on discretionary portfolio management. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not list pension consulting or related-adviser activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Jane Edmondson
PresidentCRD 2198396
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 10620 Treena St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Yield Growth Advisors
RIASan Diego, CA
Kalo Capital Management, LLC
RIASan Diego, CA
Breakaway Independent Advisors, LLC
RIASan Diego, CA
Liberty Solutions Advisors
RIASan Diego, CA
Thrive Portfolios
RIASan Diego, CA
Encompass Financial Services
RIASan Diego, CA