Chief Compliance Officer · JPL Wealth Management, LLC
Joel Johnson
CRD 3134733 · Named on Form ADV at one SEC-registered adviser
At a glance
JPL Wealth Management, LLC, an SEC-registered wealth manager based in Greenwood Village, CO with $588 million in regulatory assets, lists Joel Johnson on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- JPL Wealth Management, LLCChief Compliance OfficerWealth manager · Greenwood Village, CO · $588M in regulatory assets
AtlasMembers
Joel’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.