wiseradvisor

John Lohrenz
JKL Wealth Management

Tel: (858) 535-1705
731 South Hwy 101 ste 2k
Suite 2k
Solana Beach, CA 92075

A holistic approach to your retirement.

JKL Wealth Management | Financial Advisor in Solana Beach ,CA


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
Insurance License#:   OB21440
Name of Broker/Dealer:   LPL Financial
Name of Custodial Firm:   LPL Financial
States Licensed in:   CA
Number of Years with Current Firm:   11
I work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses


Services

Investment Types:   Mutual Funds, FOREX & Currency, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Insurance, Bonds, Commodities, Stocks, Annuities, Options & Futures, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone, At my office, At your home, Video Conference, Via email, At your office


Qualifications & Memberships

Insurance and Annuity Licenses:   Health, Annuity, Accident, Life, Long Term Care


Firm Information

Advisor's Number of Clients:   120
Advisor's Number of Planning Clients:   70


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


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Compensation Methods:   Flat Fee, Hourly, Based on Assets



Faqs

  • Do you have a customer satisfaction or refund policy? References provided
  • What are your qualifications? What is your education background? Over 25 years of Retirement and Wealth Management Experience. 5 Star Wealth Manager Award 2012,2016,2017,2018, and 2020 as seen in San Diego Magazine, Forbes, and the Wall Street Journal. Merrill Lynch "Manager of the Year 2006" (Offices with 13+ Advisors)
  • What is your approach to financial planning? Providing clients with the strategy of a floor income plan that covers all their base expenses such as housing, medical, utilities, food, and other basics with confidence and a secure predictable source of income. This allows them to seek adventure and enrichment that is unencumbered with constant stress and anxiety about markets, politics, and the economy.
  • What services do you provide? What are your specialties? Planning and Asset Management for families looking for lifetime income and legacy planning.
  • How do you charge for your services? Fee based and commission
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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

John Lohrenz

John Lohrenz

* Founder of JKL Wealth Management 2009

* 5 Star Wealth Manager Award: 2012, 2016, 2017, 2018, 2020

* Vice President and Manager of the UTC office at Merrill Lynch 1994-2009

* Merrill Lynch Manager of the Year 2006 for the U.S. (Offices with 13+ Advisors)

* Over 25 years Retirement and Wealth Management Experience

* SDSU Aztec, Guitarist, Sailor and Fisherman

Office Hours

wiseradvisor-balck-li-img Mon. 7:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 7:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 7:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 7:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 7:00 AM - 6:00 PM
wiseradvisor-balck-li-img Sat. 7:00 AM - 5:00 PM

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