JA
JA
Jaspreet Aujla
1 Year of Experience
Stockton, CA
2 DisclosuresMay Earn Commission
Jaspreet Aujla is a registered investment advisor at Intellicents Investment Solutions INC, based in Stockton, CA, with 1 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 8,280 clients with $9.9B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
61 advisors
Number of Clients
8,280 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$9.9B
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range up to 1.50% annually depending on the size, nature, and complexity of the client relationship, and are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
3031 W March Lane, Suite 320 e, Stockton, CA, 95219
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
March 2018Final
Financial
February 2017Final
Employment History
Current Registrations
Intellicents Investment Solutions INC
July 2026 - Present · 3 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
February 2022 - November 2023 · 1 yr 9 mos
State Registrations1 state
CA
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.
More Advisors
- Tolen Teigen, CFA, CFP, ChFCIntellicents Investment Solutions INC
- Taylor Welz, CFP, PFSDkm Wealth Management, INC.
- Lindsey Randolph, CFPCetera Investment Advisers LLC
- Michael Lynch, CFP, PFSMichael P Lynch Wealth Management, LLC
- Brooks Randolph, CFPCetera Investment Advisers LLC
- Zachary Welz, CFPDkm Wealth Management, INC.