The White Paper You MUST Read!
John Lohrenz founded JKL Wealth Management in 2009 with the goal of providing guidance to families so they can work to establish lifetime income and manage their multi-generational wealth to pass on their legacy to new generations.
Prior to founding his own company, John started his career with Shearson Lehman Brothers in the early 90s and then joined Merrill Lynch for 15 years. His tenure as Vice President and Manager of the UTC office at Merrill Lynch was highlighted by being named “Manager of the Year” for the U.S. in 2006 (based on revenue, assets, and head count growth).
John managed a large stable of financial advisors through the dot com bubble and bust, plus the 2008-2009 global financial crisis. This is what sets him apart from other financial advisors.
Working with clients and advisors during those difficult times allowed John to increase his industry knowledge and skills at an accelerated rate and gave him a unique perspective. He fielded all the calls from unhappy clients and resolved hundreds of issues many advisors never have to deal with. Seeing what went wrong in those times and situations was very valuable and has shaped John’s skill set in managing wealth for families at JKL Wealth Management. Like having a captain of a ship that has been through a thousand storms, John knows what to do and what not to do when things get rough.
Guiding advisors and clients alike through these challenging financial times has provided John with tremendous depth and experience to draw from to manage the wealth for his clients at JKL Wealth Management.
About Rayna, JKL Wealth Management Office Manager and Family Advocate
Rayna received her Finance degree from Morgan State University in Baltimore, MD. She began her financial career in 2004 at Commerce Bank in Philadelphia, PA as a customer Service Representative.
In 2006 she joined Merrill Lynch corporate offices in Hopewell, NJ as a New Account Representative. She later moved back to San Diego where John recruited her to join him as a Client Associate in the University Towne Center office of Merrill Lynch.
Rayna is the Office Manager and Family Advocate for JKL Wealth Management. Our families will have the advantage of Rayna working as their personal advocate in their financial affairs. Rayna is deeply involved and is a go-to resource in making our clients financial lives easier. She takes the initiative to do all the heavy lifting on administrative issues and technology implementation for the families we work with. Rayna will help families sort through any complications they may have in their financial affairs and make any changes as seamless on their end as possible.
Let’s Get Connected!
If you have any questions or would like individualized wealth management advice, please contact JKL Wealth at:
Phone: (858) 535-1705
Fax: (858) 535-1701
Alternatively, fill out the Contact Form and we’ll get back to you shortly.
731 S. Hwy 101, Suite 2K, Solana Beach CA 92075