JBT Wealth Management

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

200 S Wacker Dr Ste 700, Chicago, Illino...

Phone Number

(800) 794-3125

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About JBT Wealth Management

Founded by Jack Bruscianelli and Andrew Tennent in 1999, JBT Wealth Management is a boutique team, full of people striving to achieve superior results for their clients. We pride ourselves on offering accountability and availability to clients, ensuring the highest level of service and unparalleled attention to detail. Our network of highly skilled registered representatives work with a wide range of clients including high net worth individuals, professionals, and small business owners to identify and pursue their investment goals. By working with our team, you get expertise, professionalism, and dedication to meeting your long- and short-term goals. You can learn more about our team by visiting the Our Associates page of the website. We are pleased to meet clients at our flagship office in Chicago, or one of our satellite offices in Oakbrook Terrace, IL, or The Woodlands, TX.Explore more
Popular SearchesJBT Wealth ManagementJBT Wealth Management CoSIC Code 62,628NAICS Code 52,523Show more

JBT Wealth Management Org Chart

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Senior VP, Investments

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Senior VP, Investments

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Senior VP, Investments

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Senior VP, Investments

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Vice President, Investments

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

JBT Wealth Management

<$5M
1-10
Private
-
2022
MC
Michael CampbellSenior VP, Investments
$7.6M
1-10
Private
-
2022
MH
Melissa HicksGroup Director, Investment Operations & Client Services
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
<$5M
1-10
Private
-
2018
FJ
Frank JolleyCo-Chief Investment Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
RC
Rebecca ChaparroDirector, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

JBT Wealth Management Tech Stack

A closer look at the technologies used by JBT Wealth Management

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Frequently Asked Questions Regarding JBT Wealth Management

What is JBT Wealth Management's official website?
JBT Wealth Management's official website is www.jbtwealthmanagement.com
What is JBT Wealth Management's Revenue?
JBT Wealth Management's revenue is <$5 Million
What is JBT Wealth Management's SIC code?
JBT Wealth Management's SIC: 62,628
What is JBT Wealth Management's NAICS code?
JBT Wealth Management's NAICS: 52,523
How many employees does JBT Wealth Management have?
JBT Wealth Management has 1-10 employees
What industry does JBT Wealth Management belong to?
JBT Wealth Management is in the industry of: Finance, Securities Trading
What is JBT Wealth Management competition?
JBT Wealth Management top competitors include: Dowd Financial Group, Appaloosa Wealth Management, Zenith Investment Management, Pathfinder Wealth Advisors
What technology does JBT Wealth Management use?
Some of the popular technologies that JBT Wealth Management uses are: Cloudflare Website Optimization, Google Font API, Google Tag Manager, Font Awesome
How do I contact JBT Wealth Management?
JBT Wealth Management contact info: Phone number: (800) 794-3125 Website: www.jbtwealthmanagement.com
What does JBT Wealth Management do?

Founded by Jack Bruscianelli and Andrew Tennent in 1999, JBT Wealth Management is a boutique team, full of people striving to achieve superior results for their clients. We pride ourselves on offering accountability and availability to clients, ensuring the highest level of service and unparalleled attention to detail. Our network of highly skilled... registered representatives work with a wide range of clients including high net worth individuals, professionals, and small business owners to identify and pursue their investment goals. By working with our team, you get expertise, professionalism, and dedication to meeting your long- and short-term goals. You can learn more about our team by visiting the Our Associates page of the website. We are pleased to meet clients at our flagship office in Chicago, or one of our satellite offices in Oakbrook Terrace, IL, or The Woodlands, TX.Read More

Is JBT Wealth Management a public company?
JBT Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about JBT Wealth Management

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