JTL Wealth Partners

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

5700 Tennyson Pkwy Ste 300, Plano, Texas...

Phone Number

(469) 929-9350

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About JTL Wealth Partners

JTL Wealth Partners specializes in personalized retirement planning and investment management, focusing on high-income earners seeking a secure financial future. The firm offers tailored strategies for retirement, investment, insurance, and tax planning, ensuring that each client's unique needs are met. With a commitment to unbiased, holistic financial guidance, JTL Wealth Partners aims to transform wealth into meaningful lives through comprehensive planning and experienced advisors. Their mission is to empower clients to achieve their financial goals while simplifying complex financial decisions.Explore more
JTL Wealth Partners's Social MediaPopular SearchesJTL Wealth PartnersWealth PartnersAlbert Gonzalez, JTL Wealth PartnersGrant - JTL Wealth PartnersBrad Weekes CFP - JTL Wealth PartnersSIC Code 62,628NAICS Code 52,523Show more

JTL Wealth Partners Org Chart

JL
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Founder & Chief Executive Officer

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JR
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Chief Financial Officer & Executive Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

JTL Wealth Partners

<$5M
11-50
Private
-
1994
JL
Jimmy LeeFounder & CEO
$8.1M
11-50
Private
-
2017
JG
Juliana GarzaAgency Owner and Producer
<$5M
11-50
Private
-
1984
<$5M
1-10
Private
-
1952
<$5M
1-10
Private
<$5M
1990
<$5M
11-50
Private
-
2010
LD
Leah DanfordDirector, Special Projects
<$5M
1-10
Private
-
2002
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

JTL Wealth Partners Tech Stack

A closer look at the technologies used by JTL Wealth Partners

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Frequently Asked Questions Regarding JTL Wealth Partners

What is JTL Wealth Partners's official website?
JTL Wealth Partners's official website is www.jtlwp.com
What is JTL Wealth Partners's Revenue?
JTL Wealth Partners's revenue is <$5 Million
What is JTL Wealth Partners's SIC code?
JTL Wealth Partners's SIC: 62,628
What is JTL Wealth Partners's NAICS code?
JTL Wealth Partners's NAICS: 52,523
How many employees does JTL Wealth Partners have?
JTL Wealth Partners has 11-50 employees
What industry does JTL Wealth Partners belong to?
JTL Wealth Partners is in the industry of: Finance, Securities Trading
What is JTL Wealth Partners competition?
JTL Wealth Partners top competitors include: Accumulus Financial Group, Prosperity Financial, D'Avante Group, John Schuring Jr
What technology does JTL Wealth Partners use?
Some of the popular technologies that JTL Wealth Partners uses are: Cloudflare Website Optimization, Enom DNS Hosting, Proofpoint, Google Tag Manager
Who is the CFO of JTL Wealth Partners?
JTL Wealth Partners's CFO is Joseph Rosio
How do I contact JTL Wealth Partners?
JTL Wealth Partners contact info: Phone number: (469) 929-9350 Website: www.jtlwp.com
What does JTL Wealth Partners do?

JTL Wealth Partners specializes in personalized retirement planning and investment management, focusing on high-income earners seeking a secure financial future. The firm offers tailored strategies for retirement, investment, insurance, and tax planning, ensuring that each client's unique needs are met. With a commitment to unbiased, holistic finan... cial guidance, JTL Wealth Partners aims to transform wealth into meaningful lives through comprehensive planning and experienced advisors. Their mission is to empower clients to achieve their financial goals while simplifying complex financial decisions.Read More

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

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