Jacob William

Finance · Maryland, United States · 1-10 Employees

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Overview

Headquarters

4 N Park Dr Ste 402, Cockeysville, Maryl...

Phone Number

(410) 821-6724

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Jacob William

Jacob William Advisory is a financial advisory firm based in Cockeysville, MD, specializing in wealth management, financial planning, retirement planning, investment management, estate planning, and tax planning services. The firm aims to help clients from various backgrounds define and pursue their vision of true wealth, providing personalized support throughout different life stages. Their services cater to young professionals, individuals preparing for retirement, and those already retired, ensuring comprehensive financial strategies are in place. With a focus on accountability and advocacy, Jacob William Advisory positions itself as a partner in achieving clients' financial goals.Explore more
Jacob William's Social MediaPopular SearchesJacob WilliamSIC Code 62,628NAICS Code 52,523Show more

Jacob William Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Jacob William

<$5M
1-10
Private
-
2006
CO
Chloe OberChief Operating Officer
$9.1M
11-50
Private
-
2011
$5.6M
11-50
Private
-
2007
JS
John SteinerDirector, Investment Research & Strategy
$5.3M
1-10
Private
-
2007
GL
Grant LawrenceManager, Tax
<$5M
1-10
Private
-
1997
GD
Geraldine DiamondWealth Management Specialist
<$5M
11-50
Private
-
1974
VJ
Valerie JonesParaplanner Relationship Manager
<$5M
1-10
Private
-
2015
ST
Scot ThigpenPresident & Wealth Advisor
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Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

Jacob William is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Jacob William is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Jacob William.

Jacob William Tech Stack

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Frequently Asked Questions Regarding Jacob William

What is Jacob William's official website?
Jacob William's official website is www.jacobwilliam.com
What is Jacob William's Revenue?
Jacob William's revenue is <$5 Million
What is Jacob William's SIC code?
Jacob William's SIC: 62,628
What is Jacob William's NAICS code?
Jacob William's NAICS: 52,523
How many employees does Jacob William have?
Jacob William has 1-10 employees
What industry does Jacob William belong to?
Jacob William is in the industry of: Finance, Securities Trading
What is Jacob William competition?
Jacob William top competitors include: Thigpen Group, Cwm, Financial Impact Advisors, Barrington Wealth Management
What companies has Jacob William acquired?
Jacob William has acquired the companies: Harbor Wealth Management, Shobe Financial Group, ZeroCelsius Wealth Studio, Schlipman Wealth Advisors
What technology does Jacob William use?
Some of the popular technologies that Jacob William uses are: WooCommerce, WordPress.org, Cloudflare Website Optimization, Cloudflare CDN
How do I contact Jacob William?
Jacob William contact info: Phone number: (410) 821-6724 Website: www.jacobwilliam.com
What does Jacob William do?

Jacob William Advisory is a financial advisory firm based in Cockeysville, MD, specializing in wealth management, financial planning, retirement planning, investment management, estate planning, and tax planning services. The firm aims to help clients from various backgrounds define and pursue their vision of true wealth, providing personalized sup... port throughout different life stages. Their services cater to young professionals, individuals preparing for retirement, and those already retired, ensuring comprehensive financial strategies are in place. With a focus on accountability and advocacy, Jacob William Advisory positions itself as a partner in achieving clients' financial goals.Read More

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

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