JBA Wealth Management Group
Likely to Engage tag.Highly Engaged Employees

Finance · Colorado, United States · 11-50 Employees

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Overview

Headquarters

1136 E Stuart St Ste 2-100, Fort Collins...

Phone Number

(970) 223-1922

Revenue

$6.9 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About JBA Wealth Management Group

JBA Wealth Management Group, Inc provides comprehensive financial services including retirement planning, investment strategies, insurance solutions, and estate management. The firm focuses on building long-term relationships with families and business owners, emphasizing open communication and personalized strategies. Established in 1984, they aim to help clients navigate life transitions and achieve their financial goals. Additionally, JBA is committed to social responsibility as a B-Corp, promoting ethical practices within the community and the environment.Explore more
JBA Wealth Management Group's Social MediaPopular SearchesJBA Wealth Management Group IncJb Wealth Management IncJBA Wealth Management: Balancing Life with LivingJba Investments LLCJdl Roth Investment LLCSIC Code 62,628NAICS Code 52,523Show more

JBA Wealth Management Group Org Chart

PhoneEmail
MD
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Certified Financial Planner

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TE
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Certified Financial Planner

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DB
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Cfp Certified Financial Planner

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AD
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Financial Advisor

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RP
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Certified Financial Planner

PhoneEmail
JM
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Certified Financial Planner

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LH
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Administrative Assistant

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HJ
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Office Assistant

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NB
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Financial Advisor

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KW
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Office Assistant

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SM
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Insurance Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

JBA Wealth Management Gro...

$6.9M
11-50
Private
-
1984
MD
Melissa DixonCertified Financial Planner
<$5M
11-50
Private
-
2016
CS
Christina SuchorabskiPartner, President
<$5M
11-50
Private
<$5M
-
SM
Stephanie MattisonManager, Operations & Business
<$5M
1-10
Private
-
2018
KH
Kim HayesManager, Operations
<$5M
1-10
Private
-
2011
RR
Remique RichardsonClient Account Coordinator
<$5M
1-10
Private
-
-
DA
Diane AvinaAdministrative Assistant
<$5M
1-10
Private
-
-
ED
Erin DohertyClient Relationship Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

JBA Wealth Management Group Tech Stack

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Frequently Asked Questions Regarding JBA Wealth Management Group

What is JBA Wealth Management Group's official website?
JBA Wealth Management Group's official website is www.jbawealth.com
What is JBA Wealth Management Group's Revenue?
JBA Wealth Management Group's revenue is $6.9 Million
What is JBA Wealth Management Group's SIC code?
JBA Wealth Management Group's SIC: 62,628
What is JBA Wealth Management Group's NAICS code?
JBA Wealth Management Group's NAICS: 52,523
How many employees does JBA Wealth Management Group have?
JBA Wealth Management Group has 11-50 employees
What industry does JBA Wealth Management Group belong to?
JBA Wealth Management Group is in the industry of: Finance, Insurance, Securities Trading
What is JBA Wealth Management Group competition?
JBA Wealth Management Group top competitors include: Win Win Investment Planning, Eckelkamp Retirement Planning, Atlas Wealth Management, BMG Advisors
What technology does JBA Wealth Management Group use?
Some of the popular technologies that JBA Wealth Management Group uses are: Cloudflare Website Optimization, Proofpoint, Google Tag Manager, GoDaddy DNS
How do I contact JBA Wealth Management Group?
JBA Wealth Management Group contact info: Phone number: (970) 223-1922 Website: www.jbawealth.com
What does JBA Wealth Management Group do?

JBA Wealth Management Group, Inc provides comprehensive financial services including retirement planning, investment strategies, insurance solutions, and estate management. The firm focuses on building long-term relationships with families and business owners, emphasizing open communication and personalized strategies. Established in 1984, they aim... to help clients navigate life transitions and achieve their financial goals. Additionally, JBA is committed to social responsibility as a B-Corp, promoting ethical practices within the community and the environment.Read More

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

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