Joel Johnson is a CFP-designated registered investment advisor at Jpl Wealth Management, LLC, based in Highlands Ranch, CO, with 21 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Insurance Planning, Retirement Planning. Their firm serves 261 clients with $520M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts above $10,000,000.
Fee Estimator
Location
1745 Shea Center Drive, 4th Floor, Highlands Ranch, CO, 80129
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Jpl Wealth Management, LLC
Previous Registrations
United Capital Financial Advisors
Capital Investment Counsel INC
TD Ameritrade, INC.
Amerivest Investment Management, LLC
Reaction Financial Group, LLC
LPL Financial Corporation
Charles Schwab & CO., INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.