JGC Wealth Management

Finance · Oregon, United States · 1-10 Employees

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Overview

Headquarters

250 Church St SE Ste 100, Salem, Oregon,...

Revenue

<$5 Million

Industry

Finance Business Services Securities Trading Accounting for Legal Practices
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About JGC Wealth Management

JGC Tax and Wealth Management offers comprehensive CPA and wealth management services, specializing in accounting, tax preparation, and investment management. They aim to simplify the professional and personal financial lives of their clients through tailored solutions. Their target clients include both businesses and individuals seeking assistance with their financial planning and compliance needs. The team consists of experienced professionals including CPAs and investment advisors who provide expert guidance in wealth management and tax services.Explore more
Popular SearchesJGC Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

JGC Wealth Management Org Chart

PhoneEmail
SM
United States flag for contact location.

Administrative Assistant & Paraprofessional

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

JGC Wealth Management

<$5M
1-10
Private
-
-
SM
Shannon McIntireAdministrative Assistant & Paraprofessional
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
1985
N/A
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
1998
KL
Kathleen LazorClient Relationship Manager
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
1983
BK
Bernard KielyFinancial Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

JGC Wealth Management Tech Stack

A closer look at the technologies used by JGC Wealth Management

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Frequently Asked Questions Regarding JGC Wealth Management

What is JGC Wealth Management's official website?
JGC Wealth Management's official website is www.jgcwealth.com
What is JGC Wealth Management's Revenue?
JGC Wealth Management's revenue is <$5 Million
What is JGC Wealth Management's SIC code?
JGC Wealth Management's SIC: 62,628
What is JGC Wealth Management's NAICS code?
JGC Wealth Management's NAICS: 52,523
How many employees does JGC Wealth Management have?
JGC Wealth Management has 1-10 employees
What industry does JGC Wealth Management belong to?
JGC Wealth Management is in the industry of: Finance, Business Services, Securities Trading
What is JGC Wealth Management competition?
JGC Wealth Management top competitors include: Charles Carroll Financial Partners, Hull Wealth Management, Core Wealth Management, Kiely Capital Management
What technology does JGC Wealth Management use?
Some of the popular technologies that JGC Wealth Management uses are: goo.gl, reCAPTCHA, JQuery 1.11.1, Google Font API
What does JGC Wealth Management do?

JGC Tax and Wealth Management offers comprehensive CPA and wealth management services, specializing in accounting, tax preparation, and investment management. They aim to simplify the professional and personal financial lives of their clients through tailored solutions. Their target clients include both businesses and individuals seeking assistance... with their financial planning and compliance needs. The team consists of experienced professionals including CPAs and investment advisors who provide expert guidance in wealth management and tax services.Read More

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

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