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 2658/4792 55% | Profit Factor 5.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $154,295.44 |
| Average Win $46,765.65 | Best Trade (Oct 15) $3.36M | Sharpe Ratio -8.72 |
| Average Loss -$10,674.47 | Worst Trade (Dec 30) -$1.6M | Z-Score 3.02 (99.74%) |
| Commissions $0 | Avg. Trade Length 6m 4w | Expectancy $21,262.97 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 47,619 | 42,857 | 38,095 | 33,333 | 28,571 | 23,810 | 19,048 | 14,286 | 9,524 | 4,762 |
| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
A Agilent Technologies Inc. | 91 | $11,109 | $15,975.05 | - | $4,866.05 | 43.8% | +0.891% |
AA Alcoa Corporation | 318 | $21,080 | $12,853.56 | - | -$8,226.44 | -39.02% | +0.848% |
AAEQ Alpha Architect US Equity 2 ETF | 229,355 | $11.31M | $12.69M | - | $1.37M | 12.13% | +0.034% |
AAMI Acadian Asset Management Inc. | 5 | $273 | $464.05 | - | $191.05 | 69.98% | +1.877% |
AAPL Apple Inc. | 48,524 | $10.12M | $16.6M | - | $6.47M | 63.91% | -0.28% |
AARD Aardvark Therapeutics, Inc. | 7 | $26.88 | $27.02 | - | $0.14 | 0.52% | -0.515% |
AAT American Assets Trust, Inc. | 79 | $1,474.13 | $1,694.55 | - | $220.42 | 14.95% | +1.179% |
AAUA Alpha Architect US Equity 3 ETF | 36,070 | $1.77M | $1.77M | - | - | - | 0.0 |
AAUS Alpha Architect U.S. Equity ETF | 35,428 | $1.91M | $2.2M | - | $285,216.16 | 14.91% | +0.025% |
ABBV AbbVie Inc. | 25,639 | $4.4M | $7.27M | - | $2.86M | 65.07% | +0.579% |
ABCB Ameris Bancorp | 1 | $78 | $79.74 | - | $1.74 | 2.23% | +2.1% |
ABG Asbury Automotive Group Inc. | 5 | $978 | $849.35 | - | -$128.65 | -13.15% | +4.877% |
ABM ABM Industries Inc. | 107 | $4,734 | $5,431.32 | - | $697.32 | 14.73% | +0.237% |
ABNB Airbnb, Inc. | 442 | $55,826.09 | $77,031.76 | - | $21,205.67 | 37.99% | +4.322% |
ABT Abbott Laboratories | 535 | $54,916.18 | $56,009.15 | - | $1,092.97 | 1.99% | +2.296% |
ACA Arcosa Inc. | 5 | $531 | $735.05 | - | $204.05 | 38.43% | 0.0 |
ACCO Acco Brands Corporation | 353 | $1,469 | $1,616.74 | - | $147.74 | 10.06% | +2.461% |
ACDC ProFrac Holding Corp. | 15 | $88 | $61.8 | - | -$26.2 | -29.77% | -2.138% |
ACEL Accel Entertainment Inc. | 99 | $1,081 | $1,094.94 | - | $13.94 | 1.29% | -0.629% |
ACGL Arch Capital Group Ltd | 319 | $30,663.89 | $31,679.89 | - | $1,016 | 3.31% | +1.752% |