JRC Wealth Management

Finance · 1-10 Employees

View Company Info for Free

Overview

Phone Number

(469) 294-1606

Revenue

<$5 Million

Industry

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

About JRC Wealth Management

Jared Cornelius is the owner and proprietor of JRC Wealth Management. He has over 15 years of experience as a financial advisor and focuses on working with individual clients to achieve their retirement goals. Jared is a graduate of the University of Oklahoma with a concentration in Finance and earned his Masters in Business Administration from Texas A&M Commerce. He also holds the prestigious designation of CERTIFIED FINANCIAL PLANNER® as well as series 7, 66 and 24 securities licenses. He began his career in 2006 with Securian Financial and partnered with LPL Financial in 2013 to expand the resources available to his clientele. Jared emphasizes the importance of building a personal, trusting relationship with each client. A native of Lawton, Oklahoma, Jared now resides in Frisco, TX with his wife, Julie and children Mia, Paul and Giuliana. In his spare time he enjoys golf, CrossFit and being a family man.Explore more
JRC Wealth Management's Social MediaPopular SearchesJRC Wealth ManagementJRC WealthBroadridge Financial Solutions IncJRC Wealth IncSIC Code 62,628NAICS Code 52,523Show more

JRC Wealth Management Org Chart

PhoneEmail
JC

Managing General Partner

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is JRC Wealth Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to JRC Wealth Management

Compare insights from companies similar to JRC Wealth Management, 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

JRC Wealth Management

<$5M
1-10
Private
-
-
JC
John CharshafianManaging General Partner
<$5M
11-50
Private
-
2002
WB
Woody BirdFinancial Advisor & Vice President, Investments
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
-
Charla Riley, President, Private Wealth & Manager, Lpl Registered & Principal at Crestbridge Financial
Charla RileyPresident, Private Wealth & Manager, Lpl Registered & Principal
<$5M
1-10
Private
-
1989
LF
Lauren FrisciaManager, Operations
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1983
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

JRC Wealth Management Tech Stack

A closer look at the technologies used by JRC Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding JRC Wealth Management

What is JRC Wealth Management's official website?
JRC Wealth Management's official website is www.jrcwealth.org
What is JRC Wealth Management's Revenue?
JRC Wealth Management's revenue is <$5 Million
What is JRC Wealth Management's SIC code?
JRC Wealth Management's SIC: 62,628
What is JRC Wealth Management's NAICS code?
JRC Wealth Management's NAICS: 52,523
How many employees does JRC Wealth Management have?
JRC Wealth Management has 1-10 employees
What industry does JRC Wealth Management belong to?
JRC Wealth Management is in the industry of: Finance, Securities Trading
What is JRC Wealth Management competition?
JRC Wealth Management top competitors include: Crestbridge Financial, Stone Wealth Management, Hardin Financial, Landmark Capital
What technology does JRC Wealth Management use?
Some of the popular technologies that JRC Wealth Management uses are: Cloudflare Website Optimization, Google Tag Manager, Font Awesome, GoDaddy DNS
How do I contact JRC Wealth Management?
JRC Wealth Management contact info: Phone number: (469) 294-1606 Website: www.jrcwealth.org
What does JRC Wealth Management do?

Jared Cornelius is the owner and proprietor of JRC Wealth Management. He has over 15 years of experience as a financial advisor and focuses on working with individual clients to achieve their retirement goals. Jared is a graduate of the University of Oklahoma with a concentration in Finance and earned his Masters in Business Administration from Tex... as A&M Commerce. He also holds the prestigious designation of CERTIFIED FINANCIAL PLANNER® as well as series 7, 66 and 24 securities licenses. He began his career in 2006 with Securian Financial and partnered with LPL Financial in 2013 to expand the resources available to his clientele. Jared emphasizes the importance of building a personal, trusting relationship with each client. A native of Lawton, Oklahoma, Jared now resides in Frisco, TX with his wife, Julie and children Mia, Paul and Giuliana. In his spare time he enjoys golf, CrossFit and being a family man.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.