Christopher L. Bove

JPL ASSET MANAGEMENT AND PLANNING

Newark, DE 19702

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CRD#: 2048267

Professional summary

Christopher Lee Bove is a registered financial advisor currently at JPL ASSET MANAGEMENT AND PLANNING, LLC located in Newark, Delaware.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Christopher has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. INDEPENDENT INSURANCE AGENT SELLING FIXED ANNUITIES / WILMINGTON, DE / APPROVED 2-28-03

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Lee Bove's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 2, 2008 - Present

JPL ASSET MANAGEMENT AND PLANNING, LLC

Office #1: 262 Chapman Road Suite 201-a, Newark, DE 19702

RIA

CRD#: 145213

Newark, DE

Past

December 9, 1996 - January 14, 2008

LPL FINANCIAL LLC

RIA

CRD#: 6413

WILMINGTON, DE

Past

November 27, 1996 - January 14, 2008

LPL FINANCIAL LLC

CRD#: 6413

WILMINGTON, DE

Past

August 22, 1990 - November 29, 1996

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

August 22, 1990 - November 29, 1996

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Delaware
(1/2/2008)

IAR

New Jersey
(1/16/2008)

IAR

Pennsylvania
(1/4/2008)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/5/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/26/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/20/1990

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/23/1997

General Securities Principal Examination

Current Firm

JPL ASSET MANAGEMENT AND PLANNING, LLC

JPL ASSET MANAGEMENT AND PLANNING | LAROCCA, THOMAS, MARTIN | JPL ASSET MANAGEMENT AND PLANNING, LLC

CRD#: 145213 / SEC#:

Delaware

Registered Investment Advisory firm - (1/2/2008 Approved)

Florida

Registered Investment Advisory firm - (6/12/2019 Approved)

Maryland

Registered Investment Advisory firm - (7/6/2010 Approved)

New Jersey

Registered Investment Advisory firm - (1/15/2008 Approved)

Pennsylvania

Registered Investment Advisory firm - (1/2/2008 Approved)

Texas

Registered Investment Advisory firm - (11/16/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

262 Chapman Road Suite 201-a, Newark, DE 19702

Mailing Address

Phone number

(302) 594-0881

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	360
AUM (Assets Under Management)	$ 88,975,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Christopher L. Bove

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Lee Bove's CRS (Customer Relationship Summary).

Certified licenses

Experience

JPL ASSET MANAGEMENT AND PLANNING, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/5/1996

Series 63

Date: 6/26/1990

Series 7

Date: 8/20/1990

Series 24

Date: 5/23/1997

Current Firm

JPL ASSET MANAGEMENT AND PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JPL ASSET MANAGEMENT AND PLANNING, LLC

TRUST BUT VERIFY

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