Marc Hansen

JPL Asset Management and Planning

1303 Delaware Avenue
Suite 112

Wilmington, DE 19806

302-225-5497

About JPL Asset Management and Planning

At JPL Asset Management and Planning, I bring experience, knowledge, integrity and trust to work on every clients financial plan. Each client has specific needs that I address as we collaborate on a financial plan to help them achieve their goals and realize their dreams in retirement. I believe in growing and protecting a clients assets not only during their working years but in retirement as well. I look forward to working together to help you reach your financial goals.

See Disclosures

General Information

CRD#

2744663

Name of Custodial Firm

Charles Schwab

Years of Experience in Financial Services

Work with the following types of clients

Businesses

Advisory Services Provided

Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, 401K Rollovers, Wealth Management, Retirement Planning

Services

Can meet clients in the following ways

Email, Video Conference, Video Conference, Your Home, Phone

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Firm Information

Advisor's Number of Clients

Total Assets Under Management by Advisor

$100000

Compensation and Fees

Compensation Methods

Commissions, Flat Fee, Based on Assets

Education

BA -Economics -

University of Virginia
-

Disclosures

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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1886598/retirementplanning-JPL-Asset-Management-and-Planning-detailed-disclosure.html

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