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 InsuranceMonetary Authorities-Central Bank
Keywords
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 | Location | Contact |
|---|---|---|---|
| Juile Casserly | President, Clu, Chfc, Mba, Cfp® at Jmc | Greater Chicago Area, United States |
Email
|
| Julie Murphy | Cfp®, Clu, Chfc, Mba, Author, Speaker | Greater Chicago Area, United States |
Email
|
| Bradyn Mckay | Client Services Associate | Chicago, Illinois, United States |
Email
|
| Jacob Fargen | Client Service Associate at Jmc Wealth | Chicago, Illinois, United States |
Email
|
Employees by Management Level
Associate / junior
3 profiles
Executive
1 profile
Individual contributor
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Sales | 3 | 3 | 0 |
| General | 1 | 1 | 0 |
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