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Strategic Risk Mitigation, coupled with cost control Intelligence.

Simply Speaking:
We Do it Better




​Our team of professionals is interwoven.  This allows us to provide you with the following services:

  • Strategic Risk Management

  • Employee Benefit/Liability Management

  • Credit Union Member/Depositor group Benefit Websites

  • Group Health Insurance

  • Risk Model Validation

  • Institutional Auditing

  • Capital Budget Development & Variance Tracking

  • Agreed Upon Procedures Auditing 

  • Compliance BSA / ACH Audits

  • Board Room Reporting

  • Entrenchment Planning and Disaster Recovery Project Management

  • Portfolio Valuation and Emerging Risk Analytics

  • Asset Liability Management Training

  • Examination Remediation Project Management

  • Risk tolerance development

  • Taxation

  • Financial Statement and Profit & Loss 

  • Development of Exit Strategies

  • FinServices Automation

  • Executive Retirement Planning

  • Life insurance and arbitrage funding 


Our Group


JPL & Smith LLC is a group of accounting and advisory services consultants with a  single focus; to serve our clients by helping them face the toughest decisions.  We specialize in 3 Key business areas: Accounting, Business Advisory, and Insurance.

The primary aim of our website is to provide you with insights into the thinking that drives our group.   You will find information about how we see the global economy,the local economy, our insights into capital budgeting, asset/liability management modeling, and our enterprise risk management methodologies.  

We hope you’ll enjoy learning more about the JPL & Smith, philosophy, ideas and culture.  


Office Address

260 Newport Center Drive Suite 100, Newport Beach CA 92660

Tel:  (949) 258-9338


Click Here to Find Us


JPL & Smith LLC

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