JEM Wealth Management logo

JEM Wealth Management Employee Directory

Financial ServicesNew Jersey, United States2-10 Employees

JEM Wealth Management is a small financial services firm based in Manasquan, New Jersey, that offers a broad suite of wealth-management services. The firm covers areas such as asset management, financial planning, retirement planning, philanthropy, estate planning, tax planning, insurance planning, and employee benefits, along with addressing non-financial wealth components and planning for family and future generations.

The company emphasizes an integrated advisory approach, aiming to be part of a client’s broader team of advisors so its work complements other guidance. With a focus on holistic planning within the financial services landscape, JEM Wealth Management serves clients seeking to align personal, financial, and intergenerational goals from its New Jersey base.

Find JEM Wealth Management employees' phone numbers or email addresses

JEM Wealth Management Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

JEM Wealth Management's Leadership

  • Stylized image of a person
    J. M.
    President
    Phone icon
  • Stylized image of a person
    D. P.
    Client Relations Manager
    Phone icon
  • Stylized image of a person
    L. L.
    Administrative Assistant
    Phone icon
  • Stylized image of a person
    C. T. F.
    Phone icon
  • Stylized image of a person
    T. B.
    Phone icon

JEM Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design
  • Community & Social Services

Contact profiles from JEM Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. M.
    President
    Phone icon
    United StatesNew Jersey
    Sep 11, 2025
  • Stylized image of a person
    D. P.
    Client Relations Manager
    Phone icon
    United StatesNew Jersey
    Sep 10, 2025
  • Stylized image of a person
    L. L.
    Administrative Assistant
    Phone icon
    United StatesNew York
    May 11, 2026
  • Stylized image of a person
    C. T. F.
    Phone icon
    UNITED STATES
    Mar 09, 2023
  • Stylized image of a person
    T. B.
    Phone icon
    UNITED STATES
    Mar 09, 2023

Frequently Asked Questions

What is JEM Wealth Management known for?

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JEM Wealth Management was founded in 2013 operates in the Financial Services industry. The company's main headquarters is located in 129 Sea Girt Avenue Manasquan, New Jersey 08736 United States; you can contact the main corporate office by phone at . Explore JEM Wealth Management's company overview page for more information.

What is JEM Wealth Management's most common email format?

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JEM Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more JEM Wealth Management email formats with LeadIQ.

How many employees does JEM Wealth Management have currently?

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JEM Wealth Management has approximately 6 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are JEM Wealth Management's key employees and leadership?

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As of May 2026, JEM Wealth Management's key employees include:

  • President: J. M.
  • Client Relations Manager: D. P.
  • Administrative Assistant: L. L.
  • : C. T. F.
  • : T. B.

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