JPL Wealth Management, LLC

Joel Johnson is a CFP® professional with 21 years of industry experience. He is currently with JPL Wealth Management, LLC, where he has worked since 2023. Prior to joining JPL, he held roles at Goldman Sachs Personal Financial Management and United Capital. JPL Wealth Management is a team-based registered investment adviser managing approximately $516 million for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning and discretionary investment management, utilizing a range of investment vehicles and analysis techniques tailored to client risk profiles and time horizons.

Patrick Rudy is a CFP® and CFA® with 16 years of industry experience. He is currently with JPL Wealth Management, LLC, where he has worked since 2023. Prior to that, he was with Goldman Sachs Personal Financial Management and United Capital. JPL Wealth Management is a team-based registered investment adviser managing approximately $516 million for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning and discretionary investment management, tailoring portfolios using a variety of investment strategies and conducting ongoing oversight of independent managers.

Luke Nagell is a financial advisor at JPL Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked previously at Goldman Sachs Personal Financial Management, United Capital, Wealthsource Partners, Credere Group, and Gallatin River Capital. JPL Wealth Management is a team-based registered investment adviser managing approximately $516 million for around 259 clients. The firm serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering comprehensive financial planning, consulting, and discretionary investment management with a focus on diversified asset allocation and ongoing portfolio oversight.

Anna Bhai is a CFP® professional with experience at JPL Wealth Management since 2024 and prior roles at Dew Wealth Management, Private Capital Management, and Signature FD, LLC. She has worked in the financial advisory industry since 2014. JPL Wealth Management is a four-advisor team serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages approximately $516 million, providing comprehensive financial planning, consulting, and discretionary investment management with a diversified approach that includes ETFs, individual securities, mutual funds, and selective alternative investments.