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Anna Ngo Bhai

Anna N. Bhai

JPL WEALTH MANAGEMENT
GREENWOOD VILLAGE, CO 80111
Some features on this profile are disabled
CRD#: 7086870
Anna Ngo Bhai

Professional summary

Anna Ngo Bhai, CFP®, who also goes by Anna Hong Ngo, is a registered financial advisor currently at JPL WEALTH MANAGEMENT, LLC located in Greenwood Village, Colorado.

Anna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Anna has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Anna Hong Ngo

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anna Ngo Bhai's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 2013

Experience

Current

March 3, 2026 - Present

JPL WEALTH MANAGEMENT, LLC

Office #1: 5300 Dtc Pkwy Suite 100, Greenwood Village, CO 80111
RIA
CRD#: 328474
GREENWOOD VILLAGE, CO
Past

March 30, 2023 - October 30, 2023

DEW WEALTH MANAGEMENT

RIA
CRD#: 114148
Denver, CO
Past

March 18, 2019 - September 1, 2022

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

RIA
CRD#: 165306
DENVER, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JW
JPL WEALTH MANAGEMENT, LLC
JONES ADVISORS, LLC | JPL WEALTH MANAGEMENT, LLC

CRD#: 328474 / SEC#: 801-128893

RIA
Registered Investment Advisory firm - (10/13/2023 Approved)

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
Colorado
(3/3/2026)

Exams

Current Firm

JW
JPL WEALTH MANAGEMENT, LLC
JONES ADVISORS, LLC | JPL WEALTH MANAGEMENT, LLC

CRD#: 328474 / SEC#: 801-128893

RIA
Registered Investment Advisory firm - (10/13/2023 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
5300 Dtc Pkwy Suite 100, Greenwood Village, CO 80111
Mailing Address
Phone number
(855) 575-5752
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR JPL WEALTH MANAGEMENT, LLC (3/27/2025)

Regulatory assets under management

Total Number of Accounts919
AUM (Assets Under Management)$ 515,993,269

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.

Company Information

JPL WEALTH MANAGEMENT, LLC

CRD#: 328474Greenwood Village, CO 80111

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