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John Lohrenz

JKL Wealth Management

731 South Hwy 101 ste 2k
Suite 2k

Solana Beach, CA 92075
(858) 5351705

A holistic approach to your retirement.

About JKL Wealth Management

The most rewarding times for our Firm happen when we're seeing the families we work with realizing their true joy and happiness in their personal retirement journey. My Career spans 25 years plus of managing family's investments and retirement planning. My experience through the finical crisis as a branch manager overseeing more than 20 advisors, and thousands of clients with billions of dollars, gave me an experience I never could have attained simply as an advisor. I saw what worked and more importantly what did not work during the worst financial crisis in our lifetimes. The lessons were very difficult at the time but very constructive for the disciplines I utilize for my clients. This is how we developed our Floor Income Plan. The process is designed to prevent clients from having to sell assets in a down market to meet their retirement income needs. This safety and security allows them to reach for their aspirational and enrichment goals both holistically and financially in their familys lives.

General Information

Firm Start Year

2009

No.of Employees

2-4

CRD#

2364673

Firm CRD#

__

Insurance License#

OB21440

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial

States Licensed in

CA

Years of Experience in Financial Services

26

Number of Years with Current Firm

11

I work with the following types of clients

Individual Investors, Businesses, Non-Profit Organizations

Services

Investment Types

Commodities, Alternative Investments, Bonds, Mutual Funds, Stocks, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Insurance, Annuities, FOREX & Currency, Options & Futures, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At my office, At your home, At your office, Via email, Video Conference, Via phone

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 8, Series 7, Series 31, Series 63, Series 65, Series 66

Insurance and Annuity Licenses

Long Term Care, Health, Life, Annuity, Accident

Firm Information

Advisor's Number of Clients

120

Advisor's Number of Planning Clients

70

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Flat Fee

Disclaimer

John Lohrenz is a Registered Representative with and Securities and advisory services offered through LPL Financial. A Registered Financial Advisor. Member FINRA & SIPC | CA Insurance License #0B21440