Regional wealth management and advisory firm specializing in retirement planning, investment management, and fiduciary services for high-net-worth individuals, families and small institutions. JPL Wealth Management, LLC offers discretionary portfolio management, financial planning, and tax-aware strategies, typically using diversified multi-asset solutions and third-party mutual funds and ETFs. Relevant to investors and RIAs evaluating regional advisory platforms and fee-based wealth managers.
Regional wealth management and advisory firm specializing in retirement planning, investment management, and fiduciary services for high-net-worth individuals, families and small institutions. JPL Wealth Management, LLC offers discretionary portfolio management, financial planning, and tax-aware strategies, typically using diversified multi-asset solutions and third-party mutual funds and ETFs. Relevant to investors and RIAs evaluating regional advisory platforms and fee-based wealth managers.
Delivers fiduciary-first, goal‑based wealth management that prioritizes retirement outcomes and tax‑aware wealth preservation for high‑net‑worth individuals, families and small institutions. Employs diversified multi‑asset portfolios with a bias toward low‑cost third‑party mutual funds and ETFs, combining discretionary asset allocation with cashflow planning and risk budgeting. Emphasizes long‑term, liability‑aware horizons, fee‑based alignment, and conservative-to-moderate return targets, using institutionalized processes for rebalancing, tax‑loss harvesting and income sourcing while tailoring solutions by client complexity and time frame.
Delivers fiduciary-first, goal‑based wealth management that prioritizes retirement outcomes and tax‑aware wealth preservation for high‑net‑worth individuals, families and small institutions. Employs diversified multi‑asset portfolios with a bias toward low‑cost third‑party mutual funds and ETFs, combining discretionary asset allocation with cashflow planning and risk budgeting. Emphasizes long‑term, liability‑aware horizons, fee‑based alignment, and conservative-to-moderate return targets, using institutionalized processes for rebalancing, tax‑loss harvesting and income sourcing while tailoring solutions by client complexity and time frame.
| Trades 4792 | Longs Won 2884/4792 60% | Profit Factor 5.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $150,449.08 |
| Average Win $42,337.65 | Best Trade (Aug 17) $4.39M | Sharpe Ratio -10.7 |
| Average Loss -$10,990.85 | Worst Trade (Dec 30) -$1.6M | Z-Score 13.68 (100%) |
| Commissions $0 | Avg. Trade Length 6m 3d | Expectancy $21,104.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 45,455 | 40,909 | 36,364 | 31,818 | 27,273 | 22,727 | 18,182 | 13,636 | 9,091 | 4,545 |
| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
A Agilent Technologies Inc. | 91 | $11,109 | $13,516.23 | - | $2,407.23 | 21.67% | -0.509% |
AA Alcoa Corporation | 318 | $21,080 | $15,893.64 | - | -$5,186.36 | -24.6% | +0.786% |
AAEQ Alpha Architect US Equity 2 ETF | 229,355 | $11.31M | $12.69M | - | $1.38M | 12.2% | -0.202% |
AAMI Acadian Asset Management Inc. | 5 | $273 | $462.55 | - | $189.55 | 69.43% | -0.698% |
AAPL Apple Inc. | 48,524 | $10.12M | $14.84M | - | $4.72M | 46.63% | +0.219% |
AARD Aardvark Therapeutics, Inc. | 7 | $26.88 | $45.78 | - | $18.9 | 70.31% | +2.028% |
AAT American Assets Trust, Inc. | 79 | $1,474.13 | $1,798.83 | - | $324.7 | 22.03% | -0.828% |
AAUA Alpha Architect US Equity 3 ETF | 36,070 | $1.77M | $2.14M | - | $372,196.2 | 21.08% | -0.202% |
AAUS Alpha Architect U.S. Equity ETF | 35,428 | $1.91M | $2.2M | - | $290,140.61 | 15.17% | -0.172% |
ABBV AbbVie Inc. | 25,639 | $4.4M | $6.4M | - | $1.99M | 45.31% | -0.542% |
ABCB Ameris Bancorp | 1 | $78 | $89.77 | - | $11.77 | 15.09% | +0.425% |
ABG Asbury Automotive Group Inc. | 5 | $978 | $1,053.3 | - | $75.3 | 7.7% | +0.038% |
ABM ABM Industries Inc. | 107 | $4,734 | $5,149.91 | - | $415.91 | 8.79% | +0.021% |
ABNB Airbnb, Inc. | 442 | $55,826.09 | $81,354.52 | - | $25,528.43 | 45.73% | -0.578% |
ABT Abbott Laboratories | 535 | $54,916.18 | $59,518.75 | - | $4,602.57 | 8.38% | -0.018% |
ACA Arcosa Inc. | 5 | $531 | $727 | - | $196 | 36.91% | +0.304% |
ACCO Acco Brands Corporation | 353 | $1,469 | $1,532.02 | - | $63.02 | 4.29% | +0.463% |
ACDC ProFrac Holding Corp. | 15 | $88 | $80.55 | - | -$7.45 | -8.47% | +2.091% |
ACEL Accel Entertainment Inc. | 99 | $1,081 | $1,229.58 | - | $148.58 | 13.74% | +0.081% |
ACGL Arch Capital Group Ltd | 319 | $30,663.89 | $31,488.49 | - | $824.6 | 2.69% | +0.694% |