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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-26-2013
- Office Locations
- 1
Office Locations
About JLE Wealth Management, LLC
JLE Wealth Management provides managed ETF model portfolio solutions for advisors and also serves individual investors, helping streamline implementation so advisors can stay focused on client service. The firm’s investment approach is ETF-centric, with an emphasis on model-based portfolio construction and ongoing management supported by financial planning. Custody includes Charles Schwab, and planning workflows connect with RightCapital.
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Owner & Executives
JANE LOUISE EDMONDSON
Chief Executive Officer, Managing Member
- CRD
- #2198396
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,917,924 | -- |
| Non-Discretionary | $2,710 | -- |
| Total | $4,920,634 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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