JMC Wealth Management, Inc.

JMC Wealth Management, Inc.

Financial Services 6 employees
Employees
6
Contacts
4
Emails
4

JMC Wealth Management, Inc. Overview

Phone Number
Available in AeroLeads
Website
jmcwealth.com
Industry
Financial Services
Employees
6
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About JMC Wealth Management, Inc.

JMC Wealth Management, Inc. is a Chicago Area Independent Wealth Management firm assisting clients in applying personal strategies and goals to their financial planning needs. We look at the areas that are not providing satisfaction in our clients’ lives and see how financial planning can relieve this unease.

JMC Wealth Management, Inc. Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage

JMC Wealth Management, Inc. Org Chart

Sample employees and titles
Name Title Contact
Juile Casserly President, Clu, Chfc, Mba, Cfp® at Jmc
Email
Julie Murphy Cfp®, Clu, Chfc, Mba, Author, Speaker
Email
Bradyn Mckay Client Services Associate
Email
Jacob Fargen Client Service Associate at Jmc Wealth
Email

Employees by Management Level

Associate / junior 3 profiles
Executive 1 profile
Individual contributor 1 profile

Department Contact Coverage

Department Contacts Email Phone
Sales 3 3 0
General 1 1 0

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