JJ
CFP
JJ
CFP

Joel Johnson

22 Years of Experience
Highlands Ranch, CO

Joel Johnson is a CFP-designated registered investment advisor at Jpl Wealth Management, LLC, based in Highlands Ranch, CO, with 22 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Insurance Planning, and 4 more. Their firm serves 291 clients with $590M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
291 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$587.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.85%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10M+0.50%

Fees for amounts above $10,000,000 are negotiable. Rates may differ for certain holdings like held-away assets or alternative investments.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1745 Shea Center Drive, 4th Floor, Highlands Ranch, CO, 80129

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Jpl Wealth Management, LLC
October 2023 - Present · 3 yrs
Previous Registrations
United Capital Financial Advisors
January 2015 - November 2023 · 8 yrs 10 mos
Capital Investment Counsel INC
October 2012 - January 2015 · 2 yrs 3 mos
TD Ameritrade, INC.
August 2009 - October 2012 · 3 yrs 2 mos
Amerivest Investment Management, LLC
August 2009 - October 2012 · 3 yrs 2 mos
Reaction Financial Group, LLC
May 2009 - September 2009 · 4 mos
LPL Financial Corporation
February 2009 - April 2009 · 2 mos
Charles Schwab & CO., INC.
April 2004 - February 2009 · 4 yrs 10 mos
State Registrations2 states
COTX
Advisor

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.

Exams
No exam information available for this advisor.
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