Marc Hansen
JPL Asset Management and Planning
1303 Delaware Avenue
Suite 112
Wilmington, DE 19806
3022255497
About JPL Asset Management and Planning
At JPL Asset Management and Planning, I bring experience, knowledge, integrity and trust to work on every clients financial plan. Each client has specific needs that I address as we collaborate on a financial plan to help them achieve their goals and realize their dreams in retirement. I believe in growing and protecting a clients assets not only during their working years but in retirement as well. I look forward to working together to help you reach your financial goals.
See Disclosures
General Information
CRD#
2744663
Name of Custodial Firm
Charles Schwab
Years of Experience in Financial Services
20
Work with the following types of clients
Businesses
Advisory Services Provided
Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Investment Advice & Management
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Firm Information
Advisor's Number of Clients
60
Total Assets Under Management by Advisor
$100000
Compensation and Fees
Compensation Methods
Based on Assets, Flat Fee, Commissions
Education
BA -Economics -
University of Virginia
-
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1886598/rothira-JPL-Asset-Management-and-Planning-detailed-disclosure.html