OUR TEAM

 
Tom Putney, CFP®

Managing Member​

Chief Compliance Officer

Tom Putney is the Managing Member and Chief Compliance Officer of JLP Capital Management. Tom holds Series 7, 66, 3 and 34 securities registrations. He is also licensed to offer insurance in the states of New Jersey, South Carolina, Florida, Georgia, and Nevada. Tom has over 15 years’ experience in the financial services industry finding solutions to his clients’ challenges and helping to protect their assets.

Tom is a graduate of Stockton University with an undergraduate degree in Business Studies. He also holds a Masters Certificate in Financial Planning from the University of Miami. Tom is also a CERTIFIED FINANCIAL PLANNER™.

 

After spending his first 13 years in the industry with large firms, Tom founded JLP Capital Management, a Registered Investment Advisor, to create a true atmosphere of putting his clients’ best interest first.

 

Focusing on retirement planning for those age 50+ or those looking for reduced volatility, Tom is passionate about working within the realities of the financial markets. In order to achieve this, he has developed proprietary processes to help protect clients from the potential pitfalls their life savings could experience.

 

Tom has been married 23 years to his wife Christina and they reside in Egg Harbor Township, New Jersey with their three children.

JLP CAPITAL MANAGeMENT

JLP Capital Management is a New Jersey

based financial services firm that provides comprehensive professional investment management to individuals, small business owners and institutional investors.

OUR SERVICES
GET IN TOUCH

222 New Rd. Suite 503

Linwood, NJ  08221

 

609-484- 8885 Office

609-484- 8889 fax

© 2020 JLP CAPITAL MANAGEMENT. ALL RIGHTS RESERVED.  

Securities offered through Client One Securities, LLC Member FINRA/SIPC. JLP Capital Management and Client One Securities, LLC are separate entities.

JLP Capital Management, LLC doing business as JLP Capital Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where JLP Capital Management, LLC doing business as JLP Capital Management and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by JLP Capital Management, LLC doing business as JLP Capital Management unless a client service agreement is in place.

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations
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