JBWere

Finance · 11-50 Employees

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Overview

Revenue

<$5 Million

Industry

Finance Securities Trading

About JBWere

JBWere is a wealth management firm that provides services to individuals, families, and for-purpose organizations, focusing on protecting and growing their wealth. Their clients include entrepreneurs, executives, business owners, fiduciaries, and stewards of family wealth. The company offers wealth advice, investment guidance, philanthropic services, and family advisory, emphasizing the importance of structured wealth management and social impact. With a history dating back to 1840, JBWere has established itself as a trusted advisor in the financial sector, managing significant funds and assets.Explore more
SIC Code 62,628NAICS Code 52,523Show more

JBWere Org Chart

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LC

Head Of Fixed Income

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NL

Executive Director, Private Wealth Management

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BJ

Executive Director and Senior Investment Advi...

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HG

Executive Director

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JP

Executive Director, Jbwere Philanthropic Serv...

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CL

Executive Director, Private Wealth Management

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CD

Executive Director, Wealth Adviser

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SS

Executive Director, Advice Technology

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DC

Director - Discretionary Middle Office

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TF

Director - Advice Risk Manager

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MB

Release Manager

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SG

Manager, Advice & Risk

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Frequently Asked Questions Regarding JBWere

What is JBWere's official website?
JBWere's official website is www.jbwere.com
What is JBWere's Revenue?
JBWere's revenue is <$5 Million
What is JBWere's SIC code?
JBWere's SIC: 62,628
What is JBWere's NAICS code?
JBWere's NAICS: 52,523
How many employees does JBWere have?
JBWere has 11-50 employees
What industry does JBWere belong to?
JBWere is in the industry of: Finance, Securities Trading
What companies has JBWere acquired?
JBWere has acquired the companies: JBWere
What does JBWere do?

JBWere is a wealth management firm that provides services to individuals, families, and for-purpose organizations, focusing on protecting and growing their wealth. Their clients include entrepreneurs, executives, business owners, fiduciaries, and stewards of family wealth. The company offers wealth advice, investment guidance, philanthropic service... s, and family advisory, emphasizing the importance of structured wealth management and social impact. With a history dating back to 1840, JBWere has established itself as a trusted advisor in the financial sector, managing significant funds and assets.Read More

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

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