Lily Meixia Ho
CFP®Professional Summary
Lily Meixia Ho, CFP®, who also goes by Lily M Ho, Wei XIa He, Lily Meixia Ho, Lily Ho, is a registered financial advisor currently at JPL WEALTH MANAGEMENT located in Dripping Springs, Texas and J.K. FINANCIAL SERVICES, INC. located in Dripping Springs, Texas. Lily is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Lily has worked at 4 firms and has passed the...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Lily M Ho, Wei Xia He, Lily Meixia Ho, Lily Ho
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
JPL WEALTH MANAGEMENT | JPL WEALTH MANAGEMENT INC.
Contact Information
Main Address
4002 E Us Hwy 290, Dripping Springs, TX 78620Mailing Address
9600 Escarpment Blvd. Suite 745-281, Austin, TX 78749Phone Number
(626) 589-6197# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
3AUM (Assets Under Management)
$720,000Similar Advisors
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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.
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State Registrations and Notice Filings
(10/3/2012)
(4/5/2023)
(8/14/2022)
(3/31/2023)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Lily Meixia Ho's CRS (Customer Relationship Summary).
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