SJK Wealth Management

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

182 W Court St, Doylestown, Pennsylvania...

Phone Number

(267) 880-6116

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
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Jun
ZI Rank
1
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About SJK Wealth Management

SJK Wealth Management offers a family-oriented approach to investing, tailored to meet the unique goals of both beginner and seasoned investors. They provide services in fee-based asset management, financial planning, and securities through LPL Financial. The firm emphasizes the importance of understanding clients' needs and aims to help them grow their wealth effectively. Their target clients include individuals new to investing as well as experienced investors seeking smarter financial advice.Explore more
SJK Wealth Management's Social MediaPopular SearchesSjk Wealth ManagementSjk Financial IncLPL Financial - SJK Wealth ManagementSJK WealthSjk Management IncSIC Code 62,628NAICS Code 52,523Show more

SJK Wealth Management Org Chart

PhoneEmail
JL
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Team Member

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BR
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Business Development Manager

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CT
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Wealth Advisor

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SK
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Financial Planner

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SK
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Wealth Advisor & Lpl Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SJK Wealth Management

<$5M
1-10
Private
-
2001
JL
Jared LynchTeam Member
<$5M
11-50
Private
-
2005
RL
Ralph LinarelliGroup President, Family Wealth Management, Llc
<$5M
11-50
Private
-
2014
DS
David SmithIndependent Financial Advisor
<$5M
1-10
Private
-
2007
MP
Marcel PopeWealth Management Advisor
<$5M
1-10
Private
-
2008
KS
Kimberly StollCEO & Founder
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2014
DS
Daniel ShevlinCfp, Clu, Ricp Lpl Financial Advisor
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

SJK Wealth Management Tech Stack

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Frequently Asked Questions Regarding SJK Wealth Management

What is SJK Wealth Management's official website?
SJK Wealth Management's official website is www.sjkwealthmanagement.com
What is SJK Wealth Management's Revenue?
SJK Wealth Management's revenue is <$5 Million
What is SJK Wealth Management's SIC code?
SJK Wealth Management's SIC: 62,628
What is SJK Wealth Management's NAICS code?
SJK Wealth Management's NAICS: 52,523
How many employees does SJK Wealth Management have?
SJK Wealth Management has 1-10 employees
What industry does SJK Wealth Management belong to?
SJK Wealth Management is in the industry of: Finance, Securities Trading
What is SJK Wealth Management competition?
SJK Wealth Management top competitors include: MGK Wealth, 20/20 Financial Group, Independent Investment Services, Legacy Investment Consultants
What technology does SJK Wealth Management use?
Some of the popular technologies that SJK Wealth Management uses are: WordPress.org, reCAPTCHA, PHP, Google Universal Analytics
How do I contact SJK Wealth Management?
SJK Wealth Management contact info: Phone number: (267) 880-6116 Website: www.sjkwealthmanagement.com
What does SJK Wealth Management do?

SJK Wealth Management offers a family-oriented approach to investing, tailored to meet the unique goals of both beginner and seasoned investors. They provide services in fee-based asset management, financial planning, and securities through LPL Financial. The firm emphasizes the importance of understanding clients' needs and aims to help them grow... their wealth effectively. Their target clients include individuals new to investing as well as experienced investors seeking smarter financial advice.Read More

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

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