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Christopher Lee Bove

Jpl Asset Management And Planning, LLC

Newark, DE

CRD 2048267

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Employer firm

Jpl Asset Management And Planning, LLC CRD 145213

$97.0M regulatory AUM 370 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Jpl Asset Management And Planning, Llc

262 Chapman Road Suite 201-A, Newark, DE 19702 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2008-01-16
PA RA APPROVED 2008-01-04
DE RA APPROVED 2008-01-02
  • NJ RA
    APPROVED
    Since 2008-01-16
  • PA RA
    APPROVED
    Since 2008-01-04
  • DE RA
    APPROVED
    Since 2008-01-02

Branch Locations

262 Chapman Road Suite 201-A, Newark, DE 19702 • 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
Linsco/Private Ledger Corp. Wilmington DE 11/1996 Present
  • 11/1996 → Present
    Linsco/Private Ledger Corp.
    Wilmington, DE
Previous Registrations
Other Businesses

1. INDEPENDENT INSURANCE AGENT SELLING FIXED ANNUITIES / WILMINGTON, DE / APPROVED 2-28-03

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-12-05
S63 Uniform Securities Agent State Law Examination 1990-06-26
  • S65 Uniform Investment Adviser Law Examination
    1996-12-05
  • S63 Uniform Securities Agent State Law Examination
    1990-06-26

View on SEC IAPD

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