Deupree James Wealth Management

Finance · Louisiana, United States · 1-10 Employees

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Overview

Headquarters

5925 Line Ave Ste 5, Shreveport, Louisia...

Phone Number

(318) 562-1030

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Deupree James Wealth Management

Deupree James Wealth Management is a financial advisory firm based in Shreveport, LA, dedicated to helping clients make informed financial decisions through a personalized planning process. They offer a range of services including customized investment strategies and ongoing portfolio monitoring, ensuring that clients feel confident about their financial future. The firm prides itself on providing unfiltered guidance as an independent advisor, free from the constraints of large banks. With a commitment to the local community and a focus on understanding each client's unique needs, Deupree James Wealth Management aims to deliver better service and authentic advice.Explore more
Deupree James Wealth Management's Social MediaPopular SearchesDeupree James Wealth ManagementDeupree James WealthDeupree IncDeupree James Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Deupree James Wealth Management Org Chart

PhoneEmail
SF
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Operations Coordinator

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SD
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Partner

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MM
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Financial Advisor

PhoneEmail
AJ
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Servicing Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Deupree James Wealth Mana...

<$5M
1-10
Private
-
1952
SF
Susan FontaineOperations Coordinator
$5.4M
1-10
Private
-
2001
Jay Vinson, Managing Director at Vinson Financial Group
Jay VinsonManaging Director
<$5M
1-10
Private
-
2022
N/A
<$5M
1-10
Private
-
2007
SV
Sal VelazquezVice President, Sales
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1988
LL
Lyse LepineDirector, Information Technology & Marketing
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Deupree James Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Deupree James Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Deupree James Wealth Management.

Deupree James Wealth Management Tech Stack

A closer look at the technologies used by Deupree James Wealth Management

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Frequently Asked Questions Regarding Deupree James Wealth Management

What is Deupree James Wealth Management's official website?
Deupree James Wealth Management's official website is www.deupreejames.com
What is Deupree James Wealth Management's Revenue?
Deupree James Wealth Management's revenue is <$5 Million
What is Deupree James Wealth Management's SIC code?
Deupree James Wealth Management's SIC: 62,628
What is Deupree James Wealth Management's NAICS code?
Deupree James Wealth Management's NAICS: 52,523
How many employees does Deupree James Wealth Management have?
Deupree James Wealth Management has 1-10 employees
What industry does Deupree James Wealth Management belong to?
Deupree James Wealth Management is in the industry of: Finance, Securities Trading
What is Deupree James Wealth Management competition?
Deupree James Wealth Management top competitors include: Vinson Financial Group, Pathway Financial Services, Bussenger Financial Group, CFS Wealth Advisors
What technology does Deupree James Wealth Management use?
Some of the popular technologies that Deupree James Wealth Management uses are: Eploy, Engage ATS, Google Font API, Empetus
How do I contact Deupree James Wealth Management?
Deupree James Wealth Management contact info: Phone number: (318) 562-1030 Website: www.deupreejames.com
What does Deupree James Wealth Management do?

Deupree James Wealth Management is a financial advisory firm based in Shreveport, LA, dedicated to helping clients make informed financial decisions through a personalized planning process. They offer a range of services including customized investment strategies and ongoing portfolio monitoring, ensuring that clients feel confident about their fin... ancial future. The firm prides itself on providing unfiltered guidance as an independent advisor, free from the constraints of large banks. With a commitment to the local community and a focus on understanding each client's unique needs, Deupree James Wealth Management aims to deliver better service and authentic advice.Read More

What are Deupree James Wealth Management social media links?
Deupree James Wealth Management Linkedin page Deupree James Wealth Management Facebook page
Is Deupree James Wealth Management a public company?
Deupree James Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Deupree James Wealth Management

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