Jacob Young Financial
Finance · California, United States · 1-10 Employees
View Company Info for Free
Overview
Headquarters
195 Aviation Way Ste 101, Watsonville, C...Phone Number
(831) 722-3625Website
www.jacobyoungfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1
About Jacob Young Financial
Jacob Young Financial Services specializes in personalized wealth management and financial planning, serving individuals, families, and businesses primarily in the Santa Cruz area since 2000. The firm is dedicated to building long-term relationships with clients through comprehensive financial guidance and independent advice. Their services include investment management, retirement planning, estate conservation, and tax-efficient planning, among others. With a team of experienced industry experts, they aim to streamline clients' financial situations into cohesive, customized plans.Explore more
Jacob Young Financial Org Chart
BC
Client Service Administrator
AM
Client Services Administrator
AG
Client Service Administrator
KN
Financial Advisor
NS
Financial Associate & Advisor
JT
Account Manager, Client
MG
Financial Planner
CH
Retirement Plan Coordinator
Get the full picture
Sign in to uncover key details.
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Jacob Young Financial your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Product Launch: Get notified when Jacob Young Financial launches new products
Click to see if Jacob Young Financial had a recent Job posting/layoffs
Check if Jacob Young Financial has recently received funding, and reach out quickly before it becomes old news!
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Congratulate Masked Content for being promoted to Masked Content at Jacob Young Financial
Jacob Young Financial, which may be a good buyer, showed buying intent in Masked Content Topic
Website visits: Recent activity has been detected on your website
Check out if Jacob Young Financial is spiking on competitors!
Earning: See what the market has to say on Jacob Young Financial recently announced quarterly report
Funding: Get notified immidiatlly once Jacob Young Financial has new funding data
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find 2 more new buyers
Compare Similar Companies to Jacob Young Financial
Compare insights from companies similar to Jacob Young Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Jacob Young Financial is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Jacob Young Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Jacob Young Financial.
Jacob Young Financial Tech Stack
A closer look at the technologies used by Jacob Young Financial
Top Finance Companies
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Jacob Young Financial
Sign Up For FreeTo access detailed company insights
Jacob Young Financial Services specializes in personalized wealth management and financial planning, serving individuals, families, and businesses primarily in the Santa Cruz area since 2000. The firm is dedicated to building long-term relationships with clients through comprehensive financial guidance and independent advice. Their services include... Read More
