Insights

Senior market focus Target insurance and financial services products tailored for seniors, including Medicare/Medicaid planning, life and long-term care coverage, income planning, and estate planning solutions.

Regional scale Mid-sized agency with 11-50 employees likely seeking scalable technology, vendor partnerships, and call-center or outsourcing support to expand outreach and service capacity without sacrificing personalized advice.

Revenue growth Current revenue range of 25M-50M indicates a stable cash flow base and potential for upsell of advanced financial products, annuities, and longevity planning services to existing client relationships.

Tech modernization Existing tech stack includes Ruby on Rails and security best practices; opportunity to propose modern CRM, marketing automation, and analytics to improve leads conversion, client retention, and compliance.

Competitive landscape Operate in a space with large, well-known advisory firms; position JL Smith Associates as a trusted, client-centric partner for targeted senior planning needs and tailored retirement solutions.

JL Smith Associates Tech Stack

JL Smith Associates uses 8 technology products and services including html5media, Cloudflare CDN, Open Graph, and more. Explore JL Smith Associates's tech stack below.

  • html5media
    Audio, Video, Graphics
  • Cloudflare CDN
    Content Delivery Network
  • Open Graph
    Content Management System
  • Name.com DNS
    Domain Name Services
  • Parsley.js
    Frameworks And Libraries
  • X-XSS-Protection
    Security
  • X-Content-Type-Options
    Web & Portal Technology
  • Ruby on Rails
    Web Frameworks

JL Smith Associates's Email Address Formats

JL Smith Associates uses at least 2 format(s):
JL Smith Associates Email FormatsExamplePercentage
FirstLast@jlsmithassociates.comJohnDoe@jlsmithassociates.com
78%
FLast@jlsmithassociates.comJDoe@jlsmithassociates.com
11%
First@jlsmithassociates.comJohn@jlsmithassociates.com
11%
First.Last@slsmithassociates.comJohn.Doe@slsmithassociates.com
100%

Frequently Asked Questions

What is JL Smith Associates's phone number?

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You can contact JL Smith Associates's main corporate office by phone at . 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 JL Smith Associates's official website and social media links?

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JL Smith Associates's official website is jlsmithassociates.com and has social profiles on LinkedIn.

How much revenue does JL Smith Associates generate?

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As of July 2026, JL Smith Associates's annual revenue is estimated to be $25M - $50M.

What is JL Smith Associates's SIC code NAICS code?

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JL Smith Associates's SIC code is 6282 - Investment Advice NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does JL Smith Associates have currently?

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As of July 2026, JL Smith Associates has approximately 13 employees across 3 continents, including North AmericaEuropeAsia. Key team members include Senior Partner: B. J.Director: J. L.Regional Manager: D. T.. Explore JL Smith Associates's employee directory with LeadIQ.

What industry does JL Smith Associates belong to?

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JL Smith Associates operates in the Insurance industry.

What technology does JL Smith Associates use?

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JL Smith Associates's tech stack includes html5mediaCloudflare CDNOpen GraphName.com DNSParsley.jsX-XSS-ProtectionX-Content-Type-OptionsRuby on Rails.

What is JL Smith Associates's email format?

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JL Smith Associates's email format typically follows the pattern of FirstLast@jlsmithassociates.com. Find more JL Smith Associates email formats with LeadIQ.

When was JL Smith Associates founded?

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JL Smith Associates was founded in 1990.
JL Smith Associates logo

JL Smith Associates

InsuranceOhio, United States11-50 Employees

JL Smith Associates is an insurance-focused firm established to assist seniors with planning surrounding insurance, income, and estate needs. Located in Canton, Ohio, the company emphasizes Medicare/Medicaid, Social Security, life and long-term care insurance, and annuities as core areas of expertise, offering guidance through a personal, client-oriented service approach. The organization serves mature clients seeking financial peace of mind as they navigate complex coverage options and long-term planning considerations, aiming to simplify decision-making and provide tailored solutions. Based in the Canton area, the firm positions itself as a local provider within the insurance sector, with a longstanding history dating back to 1990. The team’s training and focus reflect its goal of delivering thorough, courteous assistance to seniors facing insurance and planning decisions.

Section iconCompany Overview

Phone number
SIC Code
6282 - Investment Advice
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
1990
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    JL Smith Associates's revenue is estimated to be in the range of $25M - $50M

Section iconFunding & Financials

  • $25M - $50M

    JL Smith Associates's revenue is estimated to be in the range of $25M - $50M

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