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Current Employers
Jpl Wealth Management

4002 E Us Hwy 290, Dripping Springs, TX 78620 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-02-11
TX RA APPROVED 2023-03-31
  • CA RA
    APPROVED
    Since 2025-02-11
  • TX RA
    APPROVED
    Since 2023-03-31

Branch Locations

4002 E Us Hwy 290, Dripping Springs, TX 78620 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpl Financial And Insurance Services Inc. Alhambra CA 08/2009 Present
Jpl Wealth Management Inc. Austin TX 01/2023 Present
J.K. Financial Services Inc. Norco CA 10/2012 Present
  • 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
    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
CodeExamDate
S66 Uniform Combined State Law Examination 2002-04-09
  • S66 Uniform Combined State Law Examination
    2002-04-09
Designations
Other Names
  • Wei Xia He
  • Lily M Ho
  • Lily Ho
  • Lily Meixia Ho

View on SEC IAPD

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