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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-13-2023
- Office Locations
- 2
Office Locations
About JPL Wealth Management, LLC
JPL Wealth Management is an independent, fiduciary SEC-registered RIA in Greenwood Village, CO providing holistic wealth management—financial, retirement, and tax planning—for pre-retirees/retirees as well as executives and other professionals. Investment work focuses on portfolio analysis and optimization, with implementation largely via ETFs and public funds alongside core fixed income. Custody includes Schwab and Fidelity/NFS; tools include eMoney and Tamarac.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
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Services
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Owner & Executives
JOEL JOHNSON
Chief Compliance Officer, Vice President
- CRD
- #3134733
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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LUKE NAGELL
Partner/Wealth Advisor
- CRD
- #5239324
PATRICK RYAN RUDY
Partner/Wealth Advisor
- CRD
- #5547396
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $587,948,392 | $543,893 |
| Non-Discretionary | $0 | -- |
| Total | $587,948,392 | $543,893 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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