JL Wealth Management

Finance · 1-10 Employees

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Overview

Phone Number

(818) 956-6433

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
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1

About JL Wealth Management

We work with uncommonly successful professionals who are often lawyers, physicians, medical professionals, business owners and high-tech professionals. Our clients are high-earning individuals who see the value in having a relationship with a financial advisor who will provide guidance, planning, and wealth management solutions to help them efficiently reach their financial goals. At JL Wealth Management, we are grateful that most our clients come from the recommendations of our current clients. We believe it speaks to the work we do and commitment we have to the success of our clients. With knowledge and experience spanning nearly 25 years, John Leach has a successful track record of implementing long-term financial strategies designed to maximize investment returns for his clients. John is a client-first, service-first financial advisor. His entire career has been devoted to the success of his clients. He is a Chartered Financial Consultant® (ChFC®), a designation earned through TheRead more
JL Wealth Management's Social MediaPopular SearchesJL Wealth ManagementJl Wealth/health Consumer Goods LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

JL Wealth Management

<$5M
1-10
Private
-
2016
N/A
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2011
LS
Lance ScottPresident & Financial Advisor
<$5M
1-10
Private
-
1986
JN
Justin NorrisDirector, Operations
<$5M
1-10
Private
-
2010
MC
Millicent ComptonClient Service Representative
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

JL Wealth Management Tech Stack

A closer look at the technologies used by JL Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding JL Wealth Management

What is JL Wealth Management's official website?
JL Wealth Management's official website is www.jlwealthmanagement.com
What is JL Wealth Management's Revenue?
JL Wealth Management's revenue is <$5 Million
What is JL Wealth Management's SIC code?
JL Wealth Management's SIC: 62,628
What is JL Wealth Management's NAICS code?
JL Wealth Management's NAICS: 52,523
How many employees does JL Wealth Management have?
JL Wealth Management has 1-10 employees
What industry does JL Wealth Management belong to?
JL Wealth Management is in the industry of: Finance, Securities Trading
What is JL Wealth Management competition?
JL Wealth Management top competitors include: Ratcliff Financial Services, Poulos Advisors, Sterling Total Wealth Solutions, Bay Harbor Wealth Management
What technology does JL Wealth Management use?
Some of the popular technologies that JL Wealth Management uses are: Microsoft 365, GoDaddy DNS, Microsoft Exchange Online
How do I contact JL Wealth Management?
JL Wealth Management contact info: Phone number: (818) 956-6433 Website: www.jlwealthmanagement.com
What does JL Wealth Management do?

We work with uncommonly successful professionals who are often lawyers, physicians, medical professionals, business owners and high-tech professionals. Our clients are high-earning individuals who see the value in having a relationship with a financial advisor who will provide guidance, planning, and wealth management solutions to help them efficie... ntly reach their financial goals. At JL Wealth Management, we are grateful that most our clients come from the recommendations of our current clients. We believe it speaks to the work we do and commitment we have to the success of our clients. With knowledge and experience spanning nearly 25 years, John Leach has a successful track record of implementing long-term financial strategies designed to maximize investment returns for his clients. John is a client-first, service-first financial advisor. His entire career has been devoted to the success of his clients. He is a Chartered Financial Consultant® (ChFC®), a designation earned through The American College in Bryn Mawr, PA. The ChFC® requires an advanced education in financial planning, including insurance, income taxation, retirement planning, investments, estate planning, and behavioral finance. He holds an undergraduate degree from BYU Hawaii where he was on full scholarship. John and his wife enjoy spending time together, drinking wine together, and watching their children grow into successful adults. 32107 Lindero Canyon Road Suite 133, Westlake Village, California 91361 United StatesRead More

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

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