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Marc Alan Hansen

Jpl Asset Management And Planning, LLC

Newark, DE

CRD 2744663

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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
FL RA APPROVED 2019-06-14
DE RA APPROVED 2010-07-07
MD RA APPROVED 2010-07-07
NJ RA APPROVED 2010-06-30
PA RA APPROVED 2010-06-30
  • FL RA
    APPROVED
    Since 2019-06-14
  • DE RA
    APPROVED
    Since 2010-07-07
  • MD RA
    APPROVED
    Since 2010-07-07
  • NJ RA
    APPROVED
    Since 2010-06-30
  • PA RA
    APPROVED
    Since 2010-06-30

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpl Asset Managementy Andf Planning, Llc Wilmington DE 06/2010 Present
  • 06/2010 → Present
    Jpl Asset Managementy Andf Planning, Llc
    Wilmington, DE
Previous Registrations
Other Businesses

1. TRUSTEE OF PARENTS REVOCABLE TRUST 2. INDEPENDENT INSURANCE AGENT / WILMINGTON, DE / FIXED PRODUCTS ONLY / APPROVED MAY 22, 2001

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-08-12
S63 Uniform Securities Agent State Law Examination 1996-06-26
  • S65 Uniform Investment Adviser Law Examination
    1996-08-12
  • S63 Uniform Securities Agent State Law Examination
    1996-06-26
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
NJM VENCAP LLC
RIVER FAMILY ADVISORS LLC

Nearby Investors

WILLIAM JASON HAGERMAN
CHRISTOPHER M BURGOS
Deborah A Sniadowski-Lindeke

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · NEWARK, DE
NJM VENCAP LLC · NEWARK, DE
RIVER FAMILY ADVISORS LLC · Newark, DE

More in Newark, DE

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