J S Wealth Advisors

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

1188 N State Route 201, Casstown, Ohio, ...

Phone Number

(937) 371-8445

Revenue

$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About J S Wealth Advisors

J.S. Wealth Advisors specializes in retirement financial planning and management, aiming to assist clients at every stage of their financial journey. The firm is dedicated to providing personalized financial guidance, positioning itself as a personal Chief Financial Officer for its clients. With a focus on achieving financial freedom, J.S. Wealth Advisors offers resources and insights on various financial topics, including retirement and tax planning. The intended clients are individuals seeking comprehensive support in managing their financial lives without judgment.Explore more
J S Wealth Advisors's Social MediaPopular SearchesJ S Wealth AdvisorsJs Wealth AdvisorsJswealthadvisors JJennifer SiefringSIC Code 62,628NAICS Code 52,523Show more

J S Wealth Advisors Org Chart

PhoneEmail
PW
United States flag for contact location.

Administrative Assistant

PhoneEmail
JS
United States flag for contact location.

Retirement Planning & Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

J S Wealth Advisors

$5M
1-10
Private
-
2014
PW
Patricia WhittemoreAdministrative Assistant
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
$5.9M
11-50
Private
-
-
SW
Shelly WalkerManager, Client Services
<$5M
1-10
Private
-
2012
MR
Margo RosenOffice Manager
<$5M
1-10
Private
-
2010
LO
Laura OdegaardDirector, Client Services
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
2016
JB
Jack BiedebachLpl Financial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

J S Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

J S Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about J S Wealth Advisors.

J S Wealth Advisors Tech Stack

A closer look at the technologies used by J S Wealth Advisors

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Frequently Asked Questions Regarding J S Wealth Advisors

What is J S Wealth Advisors's official website?
J S Wealth Advisors's official website is www.jswealthadvisors.com
What is J S Wealth Advisors's Revenue?
J S Wealth Advisors's revenue is $5 Million
What is J S Wealth Advisors's SIC code?
J S Wealth Advisors's SIC: 62,628
What is J S Wealth Advisors's NAICS code?
J S Wealth Advisors's NAICS: 52,523
How many employees does J S Wealth Advisors have?
J S Wealth Advisors has 1-10 employees
What industry does J S Wealth Advisors belong to?
J S Wealth Advisors is in the industry of: Finance, Securities Trading
What is J S Wealth Advisors competition?
J S Wealth Advisors top competitors include: Sachs Financial Servic, Nelson Murphy Insurance & Investments, Triton Wealth, Hull Wealth Management
What technology does J S Wealth Advisors use?
Some of the popular technologies that J S Wealth Advisors uses are: Drupal, Proofpoint, Google Tag Manager, GoDaddy DNS
How do I contact J S Wealth Advisors?
J S Wealth Advisors contact info: Phone number: (937) 371-8445 Website: www.jswealthadvisors.com
What does J S Wealth Advisors do?

J.S. Wealth Advisors specializes in retirement financial planning and management, aiming to assist clients at every stage of their financial journey. The firm is dedicated to providing personalized financial guidance, positioning itself as a personal Chief Financial Officer for its clients. With a focus on achieving financial freedom, J.S. Wealth A... dvisors offers resources and insights on various financial topics, including retirement and tax planning. The intended clients are individuals seeking comprehensive support in managing their financial lives without judgment.Read More

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

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