Natchez Wealth Management

Finance · Mississippi, United States · 1-10 Employees

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Overview

Headquarters

807 Main St, Natchez, Mississippi, 39120...

Phone Number

(601) 445-2022

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 Natchez Wealth Management

At Natchez Wealth Management, we have the clientand only the clientin mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy thats designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking out of the box and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. Securities offered through LPL Financial, Member FINRA/ SIPC (finra.org/ sipc.org). Advisory services offered through IFG Advisory, LLC, a registered investment advisor, Member FINRA/ SIPC. Natchez Wealth Management and IFG Advisory, LLCRead more
Natchez Wealth Management's Social MediaPopular SearchesNatchez Wealth ManagementNatchez Wealth Management LLCFirst Party Financial LLCHeard, Chris WHeard ChrisSIC Code 62,628NAICS Code 52,523Show more

Natchez Wealth Management Org Chart

PhoneEmail
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Associate

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KS
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Advisor and Founding Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Natchez Wealth Management

<$5M
1-10
Private
-
2010
$5.1M
1-10
Private
-
2007
N/A
<$5M
1-10
Private
-
1995
JJ
Jonathan JaegerManaging Director
<$5M
1-10
Private
-
2005
N/A
<$5M
1-10
Private
-
2009
CD
Christian D'UrsoFounder & Chief Investment Officer
<$5M
1-10
Private
-
2008
RS
Ryan SmithSenior Strategy Manager
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Natchez Wealth Management Tech Stack

A closer look at the technologies used by Natchez Wealth Management

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Frequently Asked Questions Regarding Natchez Wealth Management

What is Natchez Wealth Management's official website?
Natchez Wealth Management's official website is www.natchezwealth.com
What is Natchez Wealth Management's Revenue?
Natchez Wealth Management's revenue is <$5 Million
What is Natchez Wealth Management's SIC code?
Natchez Wealth Management's SIC: 62,628
What is Natchez Wealth Management's NAICS code?
Natchez Wealth Management's NAICS: 52,523
How many employees does Natchez Wealth Management have?
Natchez Wealth Management has 1-10 employees
What industry does Natchez Wealth Management belong to?
Natchez Wealth Management is in the industry of: Finance, Securities Trading
What is Natchez Wealth Management competition?
Natchez Wealth Management top competitors include: Norman Juniewic Wealth Management, Echelon Wealth Management, Access Financial Partners, Summit Financial Consultants
What technology does Natchez Wealth Management use?
Some of the popular technologies that Natchez Wealth Management uses are: reCAPTCHA, Cloudflare Website Optimization, Cloudflare CDN, JQuery 1.11.1
How do I contact Natchez Wealth Management?
Natchez Wealth Management contact info: Phone number: (601) 445-2022 Website: www.natchezwealth.com
What does Natchez Wealth Management do?

At Natchez Wealth Management, we have the clientand only the clientin mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy thats designed to address your individual situation. We understand the challenges families face today. From managing debt to s... aving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking out of the box and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. Securities offered through LPL Financial, Member FINRA/ SIPC (finra.org/ sipc.org). Advisory services offered through IFG Advisory, LLC, a registered investment advisor, Member FINRA/ SIPC. Natchez Wealth Management and IFG Advisory, LLC are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Read More

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

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