JLD Plan Consultants

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

1740 Ridge Ave Ste 216, Evanston, Illino...

Phone Number

(847) 316-0301

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
3
1
1
1
1
1

About JLD Plan Consultants

JLD Plan Consultants provides fiduciary services focused on retirement planning, emphasizing fee transparency and retirement readiness for their clients. They offer investment advisory services and are affiliated with Kestra Investment Services, LLC and Kestra Advisory Services, LLC. The company operates within the United States and caters primarily to residents needing retirement planning support. JLD Plan Consultants aims to ensure that clients are well-prepared for retirement through a structured and informed approach.Explore more
JLD Plan Consultants's Social MediaPopular SearchesJLD Plan Consultants LLCJld ConsultingJLD Plan ConsultantsJld Consulting LLCSIC Code 62,628NAICS Code 52,523Show more

JLD Plan Consultants Org Chart

PhoneEmail
MK
United States flag for contact location.

Responsable Administratif Et Financier

PhoneEmail

PhoneEmail
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Compare insights from companies similar to JLD Plan Consultants, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

JLD Plan Consultants

<$5M
1-10
Private
-
2002
MK
Marie KouameResponsable Administratif Et Financier
<$5M
11-50
Private
-
2019
JN
Jane NowakSenior Financial Advisor
<$5M
1-10
Private
-
2002
RP
Richard PoginChief Financial Officer
<$5M
1-10
Private
-
2015
GD
Gene De KruifManager, Wealth
<$5M
1-10
Private
-
2017
LS
Lee SchmertzlerVice President, Client Relations
<$5M
1-10
Private
-
1989
Mark Woolhiser, Investment President & Chief Executive Officer & Advisor & Representative at MBC Investment Consulting
Mark WoolhiserInvestment President & CEO & Advisor & Representative
<$5M
1-10
Private
-
-
CS
Christina StewartDirector, Growth & Partnerships
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

JLD Plan Consultants is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

JLD Plan Consultants Tech Stack

A closer look at the technologies used by JLD Plan Consultants

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Frequently Asked Questions Regarding JLD Plan Consultants

What is JLD Plan Consultants's official website?
JLD Plan Consultants's official website is www.jldplanconsultants.com
What is JLD Plan Consultants's Revenue?
JLD Plan Consultants's revenue is <$5 Million
What is JLD Plan Consultants's SIC code?
JLD Plan Consultants's SIC: 62,628
What is JLD Plan Consultants's NAICS code?
JLD Plan Consultants's NAICS: 52,523
How many employees does JLD Plan Consultants have?
JLD Plan Consultants has 1-10 employees
What industry does JLD Plan Consultants belong to?
JLD Plan Consultants is in the industry of: Finance, Securities Trading
What is JLD Plan Consultants competition?
JLD Plan Consultants top competitors include: Perceptive Edge, Southbridge Advisors, MBC Investment Consulting, Cadence Financial Management
What technology does JLD Plan Consultants use?
Some of the popular technologies that JLD Plan Consultants uses are: F5 Silverline DDoS Protection, MonsterCommerce, Google Analytics, OpenResty
How do I contact JLD Plan Consultants?
JLD Plan Consultants contact info: Phone number: (847) 316-0301 Website: www.jldplanconsultants.com
What does JLD Plan Consultants do?

JLD Plan Consultants provides fiduciary services focused on retirement planning, emphasizing fee transparency and retirement readiness for their clients. They offer investment advisory services and are affiliated with Kestra Investment Services, LLC and Kestra Advisory Services, LLC. The company operates within the United States and caters primaril... y to residents needing retirement planning support. JLD Plan Consultants aims to ensure that clients are well-prepared for retirement through a structured and informed approach.Read More

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

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