Chris Mankoff

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About Chris Mankoff

Chris believes that when it comes to forecasting a financial future, the best way to is to create a plan for it. By engaging everyone in a methodical “my future and beyond” planning process, he can provide the necessary blueprints that are required to pursue the desired outcomes for their wealth. Chris also believes that a “great plan” must also include optimizing the investments that are incorporated into the plan. To maximize the value of each client relationship, Chris focuses on strategies that can help identify or implement the reduction of portfolio expenses, minimizing capital gains distributions, tax harvesting opportunities, strategic diversification of concentrated holdings, striving to enhance total portfolio income, as well as many other investment strategies for high net worth individuals.

See Disclosures

General Information

Firm Start Year

1994

No. of Employees

CRD#

5708678

Firm CRD#

6413

Insurance License#

14910466

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Chris is a partner at JTL Wealth Partners and has earned the CERTIFIED FINANCIAL PLANNER^™. His journey into the world of wealth management and financial planning started in 2009. He has worked for one of the world's largest global financial institutions, as well as one of the world's largest online investment platforms. Over the course of his career, by using the "Golden Rule" as a core value, he has helped individuals plan for and pursue their financial goals. He has the vast ability to work with high net worth individuals or business owners, and can communicate with CPAs, attorneys, insurance agents and benefits coordinators to help ensure synergy amongst each of the client's advisors.

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Education Funding and Planning, Risk Management, Money Management, Wealth Management, Retirement Planning

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Long Term Care, Variable Life, Disability, Annuity, Health, Variable Annuity, Life

Firm Information

Assets Managed by Firm

$200,000,000

Assets Managed by Advisor

25,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Flat Fee, Hourly, Based on Assets

Education

Bachelors -

University of North Texas
05/01/2003 -05/31/2008

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

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Paladin Research Report For:

JTL Wealth Partners