Jepsen Financial

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

8075 9th Street Way N, Saint Paul, Minne...

Phone Number

(617) 783-1160

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Jepsen Financial

Jepsen Financial is a comprehensive financial solution provider specializing in investment advising, retirement planning, and life insurance services. They manage investments through Charles Schwab and Vanguard, utilizing index mutual funds and stock and bond ETFs to create tailored strategies for their clients. The firm is dedicated to helping individuals achieve their financial goals, offering services such as long-term care, goal setting, and debt management. Jepsen Financial operates in Minnesota, Iowa, and North Dakota, positioning itself as a trusted partner for a secure financial future.Explore more
Jepsen Financial's Social MediaPopular SearchesJepsen FinancialJepsen Consulting GroupJepsen Consulting Group LLCJepsen Insurance ServicesJepsen Financial & Insurance ServicesSIC Code 62,628NAICS Code 52,523Show more

Jepsen Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Jepsen Financial

<$5M
1-10
Private
-
1995
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
<$5M
2016
AL
Aaron LeakFounder & Manager, Wealth
<$5M
1-10
Private
-
1986
JN
Justin NorrisDirector, Operations
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
2015
LG
Liam GilroyManaging Partner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Jepsen Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Jepsen Financial Tech Stack

A closer look at the technologies used by Jepsen Financial

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Frequently Asked Questions Regarding Jepsen Financial

What is Jepsen Financial's official website?
Jepsen Financial's official website is www.jepsenfinancial.com
What is Jepsen Financial's Revenue?
Jepsen Financial's revenue is <$5 Million
What is Jepsen Financial's SIC code?
Jepsen Financial's SIC: 62,628
What is Jepsen Financial's NAICS code?
Jepsen Financial's NAICS: 52,523
How many employees does Jepsen Financial have?
Jepsen Financial has 1-10 employees
What industry does Jepsen Financial belong to?
Jepsen Financial is in the industry of: Finance, Insurance, Securities Trading
What is Jepsen Financial competition?
Jepsen Financial top competitors include: ECL Private Wealth Management, Vibrance Wealth Management, Fortis Wealth Management, Stockade Wealth Management
What technology does Jepsen Financial use?
Some of the popular technologies that Jepsen Financial uses are: reCAPTCHA, Snowplow, Google Font API, WixStores
How do I contact Jepsen Financial?
Jepsen Financial contact info: Phone number: (617) 783-1160 Website: www.jepsenfinancial.com
What does Jepsen Financial do?

Jepsen Financial is a comprehensive financial solution provider specializing in investment advising, retirement planning, and life insurance services. They manage investments through Charles Schwab and Vanguard, utilizing index mutual funds and stock and bond ETFs to create tailored strategies for their clients. The firm is dedicated to helping ind... ividuals achieve their financial goals, offering services such as long-term care, goal setting, and debt management. Jepsen Financial operates in Minnesota, Iowa, and North Dakota, positioning itself as a trusted partner for a secure financial future.Read More

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

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