Lily Meixia Ho

Employer firm

Jpl Wealth Management CRD 324503

$720.0K regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2009 → Present
  Jpl Financial And Insurance Services Inc.
  Alhambra, CA
• 01/2023 → Present
  Jpl Wealth Management Inc.
  Austin, TX
• 10/2012 → Present
  J.K. Financial Services Inc.
  Norco, CA

Previous Registrations

• 2009-11-24 → 2012-09-14
  Foresters Equity Services, Inc.
  City Of Industry, CA
• 2002-06-24 → 2009-06-02
  Equitable Advisors, Llc
  Upland, CA
  Monterey Park, CA
  Hacienda Heights, CA

Other Businesses

1.BLUE CROSS 2002 HEALTH INSURANCE; GUARDIAN LIFE 2004 GROUP DISABILITY, LONG TERM CARE; VSP 2006 VISION (GROUP); DELTA DENTAL 2006 GROUP DENTAL; 2. JPL FINANCIAL & INSURANCE SERVICES, INC NON-INVESTMENT RELATAED 1419 S RAYMOND AVE ALHAMBRA CA 91803 STARTED 08/2009 PRESIDENT SELL FIXED PRODUCTS 70 HOURS PER MONTH 3. IRN REALTY NON-INVESTMENT RELATED 556 W LAS TUNAS DR #101 ARCADIA CA 91007 STARTED 10/2009 REAL ESTATE AGENT 10 HOURS PER MONTH 4. JPL Wealth Management Corp. Financial Planning, Investment advice and assets management. 4002 E US Hwy 290, Dripping Springs, TX 78620. Financial Advisor. 40 hours per month.

Exams

• S66 Uniform Combined State Law Examination
  2002-04-09

Designations

• Certified Financial Planner

Other Names

• Wei Xia He
• Lily M Ho
• Lily Ho
• Lily Meixia Ho