Jmb Wealth Management

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

25500 Hawthorne Blvd Ste 2100, Torrance,...

Phone Number

(310) 791-4015

Revenue

<$5 Million

Industry

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

About Jmb Wealth Management

JMB Wealth Management, Inc. specializes in retirement plan consulting, providing fiduciary advice and education to employers and their employees. Their services include independent evaluations of retirement plans, investment monitoring, fee benchmarking, and ongoing education to ensure compliance and enhance employee engagement. The company aims to reduce fiduciary liability and streamline retirement plan management for businesses. Their target clients are employers seeking to effectively manage their retirement plans while ensuring their employees are well-informed and prepared for retirement.Explore more
Popular SearchesJmb Wealth Management IncJMB Wealth ManagementJMB Wealth Management - IncSIC Code 62,628NAICS Code 52,523Show more

Jmb Wealth Management Org Chart

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Director, Client Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Jmb Wealth Management

<$5M
1-10
Private
-
2007
RM
Renee MartinezDirector, Client Services
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
11-50
Private
-
2019
KS
Kevin SaguiInvestment Analyst
<$5M
1-10
Private
-
2009
Julie Denmon, SrVP and Chief Administrative Officer at Key Retirement Solutions
Julie DenmonSrVP and Chief Administrative Officer
<$5M
1-10
Private
-
2002
<$5M
1-10
Private
-
2017
AB
Andrea BadzaClient Service Manager
<$5M
1-10
Private
-
2019
TJ
Tameka JeffersonClient Services Associate
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Jmb Wealth Management Tech Stack

A closer look at the technologies used by Jmb Wealth Management

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Frequently Asked Questions Regarding Jmb Wealth Management

What is Jmb Wealth Management's official website?
Jmb Wealth Management's official website is www.jmbwealthmanagement.com
What is Jmb Wealth Management's Revenue?
Jmb Wealth Management's revenue is <$5 Million
What is Jmb Wealth Management's SIC code?
Jmb Wealth Management's SIC: 62,628
What is Jmb Wealth Management's NAICS code?
Jmb Wealth Management's NAICS: 52,523
How many employees does Jmb Wealth Management have?
Jmb Wealth Management has 1-10 employees
What industry does Jmb Wealth Management belong to?
Jmb Wealth Management is in the industry of: Finance, Securities Trading
What is Jmb Wealth Management competition?
Jmb Wealth Management top competitors include: Black Box Pension Advocates, Key Retirement Solutions, Southbridge Advisors, Perceptive Edge
What technology does Jmb Wealth Management use?
Some of the popular technologies that Jmb Wealth Management uses are: Sentry, F5 BIG-IP Platform, F5 BIG-IP Application Security Manager, Google Workspace
How do I contact Jmb Wealth Management?
Jmb Wealth Management contact info: Phone number: (310) 791-4015 Website: www.jmbwealthmanagement.com
What does Jmb Wealth Management do?

JMB Wealth Management, Inc. specializes in retirement plan consulting, providing fiduciary advice and education to employers and their employees. Their services include independent evaluations of retirement plans, investment monitoring, fee benchmarking, and ongoing education to ensure compliance and enhance employee engagement. The company aims to... reduce fiduciary liability and streamline retirement plan management for businesses. Their target clients are employers seeking to effectively manage their retirement plans while ensuring their employees are well-informed and prepared for retirement.Read More

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

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