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- Custodian
- Charles Schwab & Company · Merrill Lynch · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-20-2021
- Office Locations
- 1
Office Locations
About JP LAW AND Wealth Advisors Pllc
JP Law & Wealth Advisors PLLC is a Florida-based firm that combines legal planning with wealth management. The firm works with individuals and families, including business owners and entrepreneurs, on financial planning, estate and tax strategies, and business-succession needs, building portfolios centered on asset allocation using ETFs and index funds. Unique: integrated legal + advisory consultations to align planning and investment decisions.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Laurore Bethanie Jean-Pierre
Chief Compliance Officer, Financial Advisor, General Partner, Owner
- CRD
- #6858218
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $201,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $201,000 | -- |
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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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