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  • More
    • Home
    • About
    • Why juris wealth
    • Core principles
    • Investment Philosophy
    • The Team
    • Our Clients
    • Cost
    • White Paper
    • Other
      • Partners & Affiliations
      • Contact
      • Disclosure

  • Home
  • About
  • Why juris wealth
  • Core principles
  • Investment Philosophy
  • The Team
  • Our Clients
  • Cost
  • White Paper
  • Other
    • Partners & Affiliations
    • Contact
    • Disclosure

Gemmer Asset Management

Advisory services are made in partnership with Gemmer Asset Management LLC, an investment adviser registered with the Securities and Exchange Commission.  

Dimensional Fund Advisors

Dimensional Fund Advisors (DFA) manages over $600 billion in assets for institutions and individuals, who can only access Dimensional’s mutual funds by working with financial advisors approved by DFA.

Third party custodians

All of our clients assets are held in custody with one of three reputable independent third party custodians: TD Ameritrade, Fidelity or Schwab. Clients can see and access their assets at any time through the websites of these firms, and our authority is limited to managing your investments, nothing more. 

Certified Financial Planner © designation

The Certified Financial Planner Board of Standards, Inc. grants the CFP® certification as the recognized standard of excellence for competent and ethical personal financial planning. 

Bendler & company, pc

Tax preparation services  for Juris Wealth clients 

 © Copyright 2020 JurisWealth.com 

  

* Timothy Corriero (represented under the tradename “Juris Wealth”) is an Investment Advisor Representative of Gemmer Asset Management LLC (“GAM”), an investment adviser registered with the Securities and Exchange Commission that maintains its principal place of business located in Walnut Creek, California. See disclosures.   See Client Relationship Summary Form CRS.


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