Company Information

Get to know JELLER Wealth Management

Founded in 1988 and based in Zurich, JELLER Wealth Management is an independent asset manager dedicated to providing comprehensive and personalized wealth management services. The company emphasizes long-term, trust-based relationships with its clients, focusing on capital preservation and sustainable growth. As a member of the Alliance of Swiss Wealth Managers (ASV) and regulated by the Swiss Financial Market Supervisory Authority (FINMA), JELLER operates with a commitment to transparency, security, and aligning its interests with those of its clients.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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JELLER Wealth Management

United States

Founded in

2019 (7 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

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ASIC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.