Jeller Wealth Management

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

134 N La Salle St Ste 2150, Chicago, Ill...

Phone Number

(312) 948-9670

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
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Aug
ZI Rank
1
1
1
1
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1

About Jeller Wealth Management

JELLER Wealth Management, located in Chicago, IL, specializes in personalized wealth management services tailored for business owners, corporate executives, families, healthcare professionals, and retirees. The firm focuses on creating comprehensive wealth management plans that ensure the effective use of wealth today while securing its endurance for future generations. Their offerings include financial planning, investment management, retirement planning, and alternative investments, all delivered with a structured and analytical approach. JELLER Wealth Management prides itself on being a trusted partner, providing guidance and support to help clients achieve their financial goals.Explore more
Jeller Wealth Management's Social MediaPopular SearchesJELLER Wealth ManagementWells Fargo Clearing Services LLCSIC Code 62,628NAICS Code 52,523Show more

Jeller Wealth Management Org Chart

PhoneEmail
MW
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Client Service Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Jeller Wealth Management

<$5M
1-10
Private
-
2019
MW
Margaret WinterClient Service Associate
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
-
DD
David DensmorePartner, Senior Financial Advisor
<$5M
1-10
Private
-
2019
BS
Benjamin SillmonDirector and Partner
<$5M
1-10
Private
-
2020
N/A
<$5M
1-10
Private
-
2020
SM
Stephanie McClennySenior Registered Client Associate
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Jeller Wealth Management Tech Stack

A closer look at the technologies used by Jeller Wealth Management

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Frequently Asked Questions Regarding Jeller Wealth Management

What is Jeller Wealth Management's official website?
Jeller Wealth Management's official website is www.jellerwm.com
What is Jeller Wealth Management's Revenue?
Jeller Wealth Management's revenue is <$5 Million
What is Jeller Wealth Management's SIC code?
Jeller Wealth Management's SIC: 62,628
What is Jeller Wealth Management's NAICS code?
Jeller Wealth Management's NAICS: 52,523
How many employees does Jeller Wealth Management have?
Jeller Wealth Management has 1-10 employees
What industry does Jeller Wealth Management belong to?
Jeller Wealth Management is in the industry of: Finance, Securities Trading
What is Jeller Wealth Management competition?
Jeller Wealth Management top competitors include: Wells Fargo Clearing Services, Kline Densmore Wealth Management, SCO Wealth Management, River Hills Wealth Management
What technology does Jeller Wealth Management use?
Some of the popular technologies that Jeller Wealth Management uses are: Ruxit, YouTube, Vimeo, Google Tag Manager
How do I contact Jeller Wealth Management?
Jeller Wealth Management contact info: Phone number: (312) 948-9670 Website: www.jellerwm.com
What does Jeller Wealth Management do?

JELLER Wealth Management, located in Chicago, IL, specializes in personalized wealth management services tailored for business owners, corporate executives, families, healthcare professionals, and retirees. The firm focuses on creating comprehensive wealth management plans that ensure the effective use of wealth today while securing its endurance f... or future generations. Their offerings include financial planning, investment management, retirement planning, and alternative investments, all delivered with a structured and analytical approach. JELLER Wealth Management prides itself on being a trusted partner, providing guidance and support to help clients achieve their financial goals.Read More

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

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