CRD: 289147
Jpfg Wealth Management, L.l.c.
$19.1M Total AUM
$19.1M Disc. AUM
-- 3Y CAGR
1 Employees
153 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Timber
- Established Date
- 06-01-2015
- Office Locations
- 1
Office Locations
5821 Fairview RD STE 207-5 Charlotte NC
About Jpfg Wealth Management, L.l.c.
JPFG Wealth Management, L.L.C. is a Charlotte, NC RIA serving retail clients, with a focus on financial planning across investing, retirement, insurance, estate planning, and wealth preservation. Portfolios lean on ETFs alongside cash and fixed income, and the firm custodies with Fidelity/NFS and Interactive Brokers. Prospects can book a 15-minute introductory call via the website.
Team overview
-- AVG AGE
$19.1M AVG AUM / ADVISOR
$124.8K AVG AUM / CLIENT
9.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Alpha vertex Bridge Bridge optima Horizon alpha Foundation value
Client Personas
Horizon Crest vertex
Custodian
Pioneer vector Eagle Legacy Vector North momentum Peak radial
Investment Themes
Peak Pioneer Catalyst legacy Unison
Investment Vehicles
Capital Insight element
Platform
Foundation
Services
Atlas element Frontier Summit Value horizon Radial ridge Wave Fusion peak Pathway legacy Vital ridge Horizon foundation Element glacier
Technology
Glacier
Owner & Executives
C
CHESSADA TERRELL LANEY
Chief Compliance Officer, President
- CRD
- #2858141
- Ownership
- 50% but less than 75%
(667) 444-7176
capital.prime@beaconcapital.com
in linkedin.com/in/signal-optima
J
JOYCE MARIE PALMER
Co-Owner, Partner
- CRD
- --
- Ownership
- 50% but less than 75%
(475) 267-8539
meridian.delta@vectorcapital.com
in linkedin.com/in/summit-beacon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,100,000
Public Funds:
12.5% Cash:
48.3% Corporate - Investment Grade:
29.0% U.S. Government/Agency:
10.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $675,589,253 | 12.5% |
| Cash | $2,610,476,875 | 48.3% |
| Corporate - Investment Grade | $1,567,367,068 | 29.0% |
| U.S. Government/Agency | $551,280,831 | 10.2% |
| Total | $5,404,714,027 | 100.0% |