JMC Wealth Management

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

1017 W Washington Blvd Unit 3H, Chicago,...

Phone Number

(312) 275-1900

Revenue

<$5 Million

Industry

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

About JMC Wealth Management

JMC Wealth Management is a personalized wealth management firm that focuses on understanding the unique relationship individuals have with money, including their earning, spending, saving, and investing habits. The company offers a range of services including retirement planning, investment strategies, estate management, insurance, tax strategies, and lifestyle guidance. JMC Wealth aims to improve clients' financial well-being by addressing their hidden concerns and building tailored financial plans that align with their life goals. Their commitment is to provide a supportive environment where clients can confidently navigate their financial journeys.Explore more
JMC Wealth Management's Social MediaPopular SearchesJmc Wealth Management IncJMC Wealth ManagementJMC WealthJMC Wealth Management OurJMC Wealth MgmtSIC Code 62,628NAICS Code 52,523Show more

JMC Wealth Management Org Chart

PhoneEmail
Juile Casserly, President, CLU, ChFC, MBA, CFP at JMC Wealth Management
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President, CLU, ChFC, MBA, CFP

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

JMC Wealth Management

<$5M
1-10
Private
-
-
Juile Casserly, President, CLU, ChFC, MBA, CFP at JMC Wealth Management
Juile CasserlyPresident, CLU, ChFC, MBA, CFP
$7.6M
11-50
Private
-
1962
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
TH
Thomas HerrinData Scientist
<$5M
1-10
Private
<$5M
2002
MF
Matthew FassnachtPartner and Principal Wealth Manager
<$5M
1-10
Private
-
2019
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

JMC Wealth Management Tech Stack

A closer look at the technologies used by JMC Wealth Management

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Frequently Asked Questions Regarding JMC Wealth Management

What is JMC Wealth Management's official website?
JMC Wealth Management's official website is www.jmcwealth.com
What is JMC Wealth Management's Revenue?
JMC Wealth Management's revenue is <$5 Million
What is JMC Wealth Management's SIC code?
JMC Wealth Management's SIC: 62,628
What is JMC Wealth Management's NAICS code?
JMC Wealth Management's NAICS: 52,523
How many employees does JMC Wealth Management have?
JMC Wealth Management has 1-10 employees
What industry does JMC Wealth Management belong to?
JMC Wealth Management is in the industry of: Finance, Securities Trading
What is JMC Wealth Management competition?
JMC Wealth Management top competitors include: Stockade Wealth Management, Van Nostrand Wealth Management, Herrin Financial, Meridian Investment Partners
What technology does JMC Wealth Management use?
Some of the popular technologies that JMC Wealth Management uses are: WordPress.org, reCAPTCHA, PHP, JQuery 1.11.1
How do I contact JMC Wealth Management?
JMC Wealth Management contact info: Phone number: (312) 275-1900 Website: www.jmcwealth.com
What does JMC Wealth Management do?

JMC Wealth Management is a personalized wealth management firm that focuses on understanding the unique relationship individuals have with money, including their earning, spending, saving, and investing habits. The company offers a range of services including retirement planning, investment strategies, estate management, insurance, tax strategies,... and lifestyle guidance. JMC Wealth aims to improve clients' financial well-being by addressing their hidden concerns and building tailored financial plans that align with their life goals. Their commitment is to provide a supportive environment where clients can confidently navigate their financial journeys.Read More

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

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