Juniper Wealth Management Employee Directory

Juniper Wealth Management corporate office is located in 5550 Glades Rd Ste 500, Boca Raton, Florida, 33431, United States and has 11-50 employees.

Employees by Department

Departments

Number of employees

Operations

2

Sales

2

Marketing

1

C-Suite

1

Key Employees of Juniper Wealth Management

  • JJ
    United States flag for contact location.
    Jeffrey Junipe...

    President, At Juniper Wealth Management, Llc

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Juniper Wealth Management Global Presence

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North America1-10
Europe1-10

Index of contact profiles from Juniper Wealth Management

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Contact Name
Contact Info
Job Title
HQ Location
12

Former Employees at Juniper Wealth Management

Explore people who held key positions, contributed to Juniper Wealth Management's success, and advanced their careers.

  1. Family Office Fiduciar... at Trajan Wealth

    Worked as Financial Advisor

    at Juniper Wealth Management

    email Doran O'Brien Email direct Doran O'Brien Direct
  2. Operations Associate at TFO Family Office Part...

    Worked as Manager, Operations

    at Juniper Wealth Management (2023-2024)

    email Maddie Dingus Email direct Maddie Dingus Direct
  3. Account Representative at State Farm

    Worked as Marketing & Events Assistant

    at Juniper Wealth Management (2022-2023)

    email Lauren Nasi Email direct Lauren Nasi Direct

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People from Similar Companies in the Finance Industry Located in Florida, United States

Frequently Asked Questions Regarding Juniper Wealth Management Employees

How many employees does Juniper Wealth Management have?
Juniper Wealth Management has 11-50 employees
Who are Juniper Wealth Management key employees?
Some of Juniper Wealth Management key employees are Jeffrey Juniper
Where is Juniper Wealth Management located?
Juniper Wealth Management’s headquarters are located at 5550 Glades Rd Ste 500, Boca Raton, Florida, 33431, United States
How do I contact Juniper Wealth Management?
Juniper Wealth Management Contact Info: Phone number: (949) 497-1199 Website: www.juniperwealthmanagement.com
What does Juniper Wealth Management do?

Juniper Wealth offers comprehensive retirement planning and wealth management services to clients in Scottsdale, Arizona, focusing on income, investment, tax, legacy, estate, and retirement planning. Their approach includes hosting informational dinner events where clients learn about strategies to preserve wealth, increase income, and reduce tax r... isks in retirement. Targeting pre-retirees and retirees with a minimum of $500,000 in investable assets, Juniper Wealth emphasizes personalized financial solutions tailored to individual needs. The firm is led by Jeff Juniper, a retirement strategist known for distilling complex financial concepts into accessible insights.Read More

Is Juniper Wealth Management a public company?
Juniper Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Juniper Wealth Management Employees

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