Insights

Niche Market Focus JEM Wealth Management specializes in providing comprehensive wealth management services tailored to high-net-worth individuals and families, presenting opportunities to offer advanced financial planning, estate, and tax strategies that align with their personalized approach.

Technology Utilization The firm employs a modern tech stack including tools like AppNexus, FMG Suite, and Google products, indicating a receptiveness to innovative digital solutions, which could be leveraged to introduce enhanced client engagement and automation tools.

Recent M&A Activity The recent acquisition of TradePMR by Robinhood signals an industry trend toward consolidations in wealth management, creating opportunities to position complementary services and secure strategic partnerships with evolving platforms.

Revenue Growth Potential With annual revenues estimated between 1 million and 10 million USD, JEM is positioned for growth, making it an ideal prospect for scalable financial products and services designed to support expansion in boutique wealth firms.

Industry Alignment Operating within the competitive landscape alongside large firms such as Fidelity and Merrill Lynch, JEM provides a pathway to introduce specialized offerings like digital advisory tools or niche investment products fine-tuned for boutique clients seeking tailored solutions.

JEM Wealth Management Tech Stack

JEM Wealth Management uses 8 technology products and services including AppNexus, FMG Suite, JSON-LD, and more. Explore JEM Wealth Management's tech stack below.

AppNexus

Advertising

FMG Suite

Content Marketing

JSON-LD

Javascript Frameworks

jQuery

Javascript Libraries

Slick

Javascript Libraries

Google Maps

Maps

Google Tag Manager

Tag Management

Bootstrap

UI Frameworks

JEM Wealth Management Email Formats	Example	Percentage
First@froehlichfinancial.com	John@froehlichfinancial.com	60%
FLast@froehlichfinancial.com	JDoe@froehlichfinancial.com	40%
First@jemwealthmanagement.com	John@jemwealthmanagement.com	100%

JEM Wealth Management Email Formats

Example

Percentage

First@froehlichfinancial.com

John@froehlichfinancial.com

60%

FLast@froehlichfinancial.com

JDoe@froehlichfinancial.com

40%

First@jemwealthmanagement.com

John@jemwealthmanagement.com

100%

Frequently Asked Questions

What is JEM Wealth Management's phone number?

You can contact JEM Wealth Management's main corporate office by phone at

+1-732-974-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is JEM Wealth Management's official website and social media links?

JEM Wealth Management's official website is jemwealthmanagement.com and has social profiles on LinkedIn.

What is JEM Wealth Management's NAICS code?

JEM Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does JEM Wealth Management have currently?

As of December 2025, JEM Wealth Management has approximately 4 employees across 1 continents, including North America. Key team members include President: J. M.Client Relations Manager: D. P.: C. T. F.. Explore JEM Wealth Management's employee directory with LeadIQ.

What industry does JEM Wealth Management belong to?

JEM Wealth Management operates in the Financial Services industry.

What technology does JEM Wealth Management use?

JEM Wealth Management's tech stack includes AppNexusFMG SuiteJSON-LDjQuerySlickGoogle MapsGoogle Tag ManagerBootstrap.

What is JEM Wealth Management's email format?

JEM Wealth Management's email format typically follows the pattern of First@froehlichfinancial.com. Find more JEM Wealth Management email formats with LeadIQ.

When was JEM Wealth Management founded?

JEM Wealth Management was founded in 2013.

JEM Wealth Management

Q: How many employees does JEM Wealth Management have currently?

JEM Wealth Management has approximately 4 employees.

Q: What technology does JEM Wealth Management use?

JEM Wealth Management's tech stack includes Cloudflare CDN, jQuery, Bootstrap, Lodash, Cloudflare Bot Management.

Financial ServicesNew Jersey, United States2-10 Employees

Making Complex Wealth Management Matters…Simpler

At JEM Wealth Management, we understand that clients are interested in simplifying the complexities of wealth management. This is accomplished by receiving a complete advisory relationship. 

Investment Management	Financial Planning	   Retirement Planning		Philanthropy
Estate Planning			Tax Planning		   Insurance Planning	    Employee Benefits

Managing Non-financial Wealth Components		   Providing for Family & Future Generations

That is why we look beyond our own relationship with our clients, viewing ourselves as part of our clients’ entire team of advisors, making sure what we do is complementary to their advice.

Sound financial planning and strategic investment processes are designed to take into consideration all of a client’s wealth management needs and to help achieve personal, financial and investment goals. 

If you would like to talk to us about wealth management that truly fits your needs please contact us. 

In the meantime, check back with us often to see our latest updates and blog posts. 

Securities offered through American Portfolios Financial Services, Inc.  Member: FINRA, SIPC.  Froehlich Financial Group, LTD. is independent of American Portfolios Financial Services Inc. and American Portfolios Advisors Inc.

Insights

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