Joel Johnson
JPL Wealth Management · Highlands Ranch, Colorado
Joel Johnson is a fee-only financial advisor at JPL Wealth Management in Highlands Ranch, Colorado, who holds the CFP credential. JPL Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | JPL Wealth Management |
|---|---|
| Based in | Highlands Ranch, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $587.9M across 1,081 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 3134733 |
| Exams passed | Series 63 (1998) · Series 65 (1998) · Series 66 (2004) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.jplwealthmanagement.com |
| Profile |
How Joel's firm compares
- JPL Wealth Management's average account is about $544,000, from its Form ADV (assets managed divided by 1,081 accounts).
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Questions about Joel
Is Joel Johnson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joel holds no broker registration, and JPL Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joel charge for financial advice?
Joel's firm, JPL Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joel Johnson based?
Joel Johnson is based in Highlands Ranch, Colorado.
What credentials does Joel Johnson hold?
Joel Johnson holds the CFP credential.
Is Joel Johnson registered with the SEC?
Yes. Joel Johnson is registered as an investment adviser representative in CO and TX (CRD 3134733), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does JPL Wealth Management manage?
JPL Wealth Management reports $587.9M across 1,081 accounts in assets under management.
How do I contact Joel Johnson?
Through Joel's website, www.jplwealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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