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JLA Investment Management

Headquartered in OAKLAND, CA

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Firm Information

JLA Investment Management is an investment advisor registered with the state of New York. The firm provides portfolio management services to individuals, including high-net-worth individuals. They also offer retirement consulting services. JLA Investment Management has 1 investment adviser representative and manages approximately $15,000,000 in assets.

JLA Investment Management

$15.00M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement consulting

Retirement consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

JLA INVESTMENT MANAGEMENT has a total of 1 branch locations across the country.
location

OAKLAND, CA

Advisors at JLA Investment Management

View All 1 Advisors
Unclaimed
Joseph Louis Aldridge

RA

OAKLAND, CA

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Disclosures

There are no public disclosures for JLA Investment Management.

Frequently Asked Questions (5)

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