JBA Wealth Management Group

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

Website

www.jbawealth.com

Revenue

$6.9 Million

Industry

Finance Insurance Securities Trading Lending & Brokerage

About JBA Wealth Management Group

JBA Wealth Management Group, Inc provides comprehensive financial services including retirement planning, investment strategies, insurance solutions, and estate management. Established in 1984, the firm focuses on building long-term relationships with families and business owners, emphasizing open communication and personalized service. They are committed to making a positive impact in their communities and have adopted B-Corp principles to enhance their social responsibility. Their goal is to help clients navigate their financial journeys, regardless of their experience level.Explore more
JBA Wealth Management Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

JBA Wealth Management Group Org Chart

PhoneEmail
MD
United States flag for contact location.
Matt Dixon

Certified Financial Planner

PhoneEmail
MD
United States flag for contact location.

Certified Financial Planner

PhoneEmail
KW
United States flag for contact location.

Office Assistant

PhoneEmail
JM
United States flag for contact location.

Financial Advisor

PhoneEmail
DB
United States flag for contact location.

Cfp Certified Financial Planner

PhoneEmail
NB
United States flag for contact location.

Financial Advisor

PhoneEmail
AD
United States flag for contact location.

Financial Advisor

PhoneEmail
RP
United States flag for contact location.

Certified Financial Planner

PhoneEmail
TS
United States flag for contact location.

Financial Advisor

PhoneEmail
HJ
United States flag for contact location.

Office Assistant

PhoneEmail

PhoneEmail
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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
Matt DixonCertified Financial Planner
JFC Financial Services
<$5M
11-50
Private
<$5M
-
JZ
Janice ZachManager, Business
BMG Advisors
<$5M
1-10
Private
-
2018
AC
Anissa ChristineManager, Business Operations
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<$5M
1-10
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-
ED
Erin DohertyClient Relationship Manager
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JBA Wealth Management Group Tech Stack

A closer look at the technologies used by JBA Wealth Management Group

Cloudflare Website Optimization

By

Cloudflare
Proofpoint

By

Proofpoint
Datadog

By

Datadog
Google Tag Manager

By

Google
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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: BMG Advisors, West Capital Wealth Management, JFC Financial Services What technology does JBA Wealth Management Group use?
Some of the popular technologies that JBA Wealth Management Group uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Google Tag Manager 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. Established in 1984, the firm focuses on building long-term relationships with families and business owners, emphasizing open communication and personalized service. They are co... mmitted to making a positive impact in their communities and have adopted B-Corp principles to enhance their social responsibility. Their goal is to help clients navigate their financial journeys, regardless of their experience level.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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