J

JPL Asset Management and Planning, LLC

Updated today

Client assets under management

$91,616,033

Clients

369

0% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

123

Very High

Average account size

$248,282

About

JPL Asset Management and Planning, LLC provides portfolio management and financial planning primarily for individual clients, operating on a percentage-of-assets-under-management fee basis. The firm reports about $96.95 million in regulatory assets under management, with three advisors serving roughly 369 client relationships.

As disclosed in its Form ADV Part 2, the firm’s advisory arrangements are predominantly non-discretionary, meaning clients generally retain final investment authority and the firm implements recommendations with client approval and periodic account reviews. Its ADV also describes conventional portfolio management and planning processes consistent with retail-focused advisory practices.

What distinguishes the firm from many peers is that it discloses insurance broker/agent activity, so advisers may recommend and place insurance products in addition to providing investment advice. The brochure also indicates the firm does not identify high‑net‑worth individuals as a primary client type, signaling a focus on non‑HNW retail clients.

Client services

Financial planning Portfolio management

Expertise

Life insurance needs analysis Disability insurance Long-term care insurance

Fee options

Percentage

Main office location

JPL Asset Management and Planning, LLC

262 Chapman Road, Suite 201 A

Newark DE 19702, United States

Number of offices

1

Most active in

Delaware · Florida · Maryland · New Jersey · Pennsylvania

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Marc H

CFP®, Series 63, Series 65

Newark, DE

JPL Asset Management and Planning, LLC

Marc Hansen is a CFP® professional at JPL Asset Management and Planning, LLC with 27 years of industry experience. He has been with JPL since 2010. In addition to his advisory role, he is an independent insurance agent specializing in fixed products. JPL Asset Management and Planning serves individual clients, trusts, custodial accounts, and 401(k) participants by providing investment advisory and financial planning services. The firm employs traditional asset-allocation models to build diversified portfolios and manages accounts on a non-discretionary basis, emphasizing individualized portfolio management.

Life insurance needs analysis Disability insurance Long-term care insurance
user avatar

Christopher B

Series 63, Series 65

Newark, DE

JPL Asset Management and Planning, LLC

Christopher Bove is a financial advisor with JPL Asset Management and Planning, LLC in Newark, DE, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1996. Outside of his advisory role, he is an independent insurance agent selling fixed annuities. JPL Asset Management and Planning serves individual clients, trusts, custodial accounts, and 401(k) participants by providing investment advisory and financial planning services. The firm employs traditional asset-allocation models to build diversified portfolios and manages accounts on a non-discretionary basis, with advisors also active as insurance producers conducting those activities outside firm supervision.

Life insurance needs analysis Disability insurance Long-term care insurance
user avatar

Thomas L

CFP®, ChFC®, Series 63, Series 65

Newark, DE

JPL Asset Management and Planning, LLC

Thomas Larocca is a CFP® and ChFC® with 26 years of industry experience. He has been with JPL Asset Management and Planning, LLC since 2008. Outside of his advisory work, he owns Root Em In Racing LLC, a horse breeding and racing business. JPL Asset Management and Planning serves individual clients, trusts, custodial accounts, and 401(k) participants by providing investment advisory and financial planning services. The firm uses traditional asset-allocation models to build diversified portfolios and manages accounts on a non-discretionary basis, requiring client approval before trades.

Life insurance needs analysis Disability insurance Long-term care insurance
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