Jackson Personal Financial Services

Business Services · Florida, United States · 1-10 Employees

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Overview

Headquarters

1435 Blue Heron Ln, Jacksonville Beach, ...

Phone Number

(904) 699-3728

Revenue

<$5 Million

Industry

Business Services Project Management Accounting for Legal Practices
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Jackson Personal Financial Services

Jackson Personal Financial Services specializes in daily money management, offering personalized and confidential services to individuals and small businesses. Their services include bill paying, account reconciliation, tax document organization, and referrals to legal and financial professionals. The company primarily serves seniors, caretaker spouses, children of seniors, and individuals facing temporary medical crises. Their goal is to provide peace of mind and support for clients managing their financial affairs.Explore more
Jackson Personal Financial Services's Social MediaPopular SearchesJackson Personal Financial ServicesJackson Personal Financial Services - LLCJackson Personal Financial CoJackson Personal Financial Services LLCPersonal Financial Services LLCSIC Code 87,874NAICS Code 54,541Show more

Jackson Personal Financial Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Jackson Personal Financia...

<$5M
1-10
Private
<$5M
2016
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
MS
Melany StevensAccount Manager
<$5M
11-50
Private
-
1932
TD
Timothy DantzPresident & CEO
<$5M
11-50
Private
-
2008
JR
John RoschSenior VP, Human Resources & Finance
<$5M
11-50
Private
-
1923
Bradley Meyer, Chief Financial Officer at Connections Bank
Bradley MeyerChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Jackson Personal Financial Services is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Jackson Personal Financial Services is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Jackson Personal Financial Services.

Jackson Personal Financial Services financials insights

Gather financial insights about Jackson Personal Financial Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$11K

See All Jackson Personal Financial Services's Financials Insights

Jackson Personal Financial Services Tech Stack

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Frequently Asked Questions Regarding Jackson Personal Financial Services

What is Jackson Personal Financial Services's official website?
Jackson Personal Financial Services's official website is www.jacksonpersonalfinancialservices.com
What is Jackson Personal Financial Services's Revenue?
Jackson Personal Financial Services's revenue is <$5 Million
What is Jackson Personal Financial Services's SIC code?
Jackson Personal Financial Services's SIC: 87,874
What is Jackson Personal Financial Services's NAICS code?
Jackson Personal Financial Services's NAICS: 54,541
How many employees does Jackson Personal Financial Services have?
Jackson Personal Financial Services has 1-10 employees
What industry does Jackson Personal Financial Services belong to?
Jackson Personal Financial Services is in the industry of: Business Services, Project Management, Accounting for Legal Practices
What is Jackson Personal Financial Services competition?
Jackson Personal Financial Services top competitors include: Bank of Evergreen, Connections Bank, Mountain View Bank of Commerce, Legacy Bank
What technology does Jackson Personal Financial Services use?
Some of the popular technologies that Jackson Personal Financial Services uses are: Sentry, MailChimp, Microsoft 365, F5 BIG-IP Platform
How do I contact Jackson Personal Financial Services?
Jackson Personal Financial Services contact info: Phone number: (904) 699-3728 Website: www.jacksonpersonalfinancialservices.com
What does Jackson Personal Financial Services do?

Jackson Personal Financial Services specializes in daily money management, offering personalized and confidential services to individuals and small businesses. Their services include bill paying, account reconciliation, tax document organization, and referrals to legal and financial professionals. The company primarily serves seniors, caretaker spo... uses, children of seniors, and individuals facing temporary medical crises. Their goal is to provide peace of mind and support for clients managing their financial affairs.Read More

What are Jackson Personal Financial Services social media links?
Jackson Personal Financial Services Linkedin page Jackson Personal Financial Services Facebook page
Is Jackson Personal Financial Services a public company?
Jackson Personal Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Jackson Personal Financial Services

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