What is JM Pension Advisory, Inc.'s NAICS code?

JM Pension Advisory, Inc.'s NAICS code is 52 (Finance and Insurance).

Insights

Niche Firm Independent pension advisory and fiduciary services in a small firm setup presents a targeted opportunity to upsell fiduciary consulting, plan design optimization, and third party administration enhancements to mid-market retirement plans seeking cost-effective expert support.

Customized Solutions Highly personalized service approach suggests value in offering flexible, scalable plan administration packages, benchmarking services, and tailored fiduciary governance models to accommodate evolving client needs.

Tech Enablement Current tech stack includes WordPress and analytics; there is room to position modern compliance tooling, data-driven plan optimization, and secure digital administration to improve efficiency and client experience.

Growth Readiness Revenue range indicates sizeable growth potential; target recruitment of additional fiduciary specialists or expanding service lines could unlock larger client engagements and cross-sell retirement consulting to existing SMB and startup ecosystems.

Competitive Landscape Operate in a market with large incumbents; capitalize on agility, boutique service, and personalized client care to win business from mid-sized plans seeking attentive, cost-conscious outsourced administration and fiduciary support.

JM Pension Advisory, Inc. Tech Stack

JM Pension Advisory, Inc. uses 8 technology products and services including WordPress Super Cache, Squarespace, WordPress, and more. Explore JM Pension Advisory, Inc.'s tech stack below.

WordPress Super Cache

Caching

Squarespace

Content Management System

WordPress

Content Management System

Squarespace Commerce

E-commerce

Microsoft 365

Stimulus

Javascript Frameworks

Priority Hints

Performance

GoDaddy

Web Hosting

JM Pension Advisory, Inc. Email Formats	Example	Percentage
First@jmpension.com	John@jmpension.com	100%

JM Pension Advisory, Inc. Email Formats

Example

Percentage

First@jmpension.com

John@jmpension.com

100%

Frequently Asked Questions

What is JM Pension Advisory, Inc.'s phone number?

You can contact JM Pension Advisory, Inc.'s main corporate office by phone at

+1-301-417-****

. 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 JM Pension Advisory, Inc.'s official website and social media links?

JM Pension Advisory, Inc.'s official website is jmpension.com and has social profiles on LinkedIn.

How much revenue does JM Pension Advisory, Inc. generate?

As of September 2026, JM Pension Advisory, Inc.'s annual revenue is estimated to be $1M - $10M.

What is JM Pension Advisory, Inc.'s SIC code and NAICS code?

JM Pension Advisory, Inc.'s SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified and NAICS code is 52 - Finance and Insurance.

How many employees does JM Pension Advisory, Inc. have currently?

As of September 2026, JM Pension Advisory, Inc. has approximately 4 employees across 1 continents, including North America. Key team members include Distribution Growth Strategist: J. M. Explore JM Pension Advisory, Inc.'s employee directory with LeadIQ.

What industry does JM Pension Advisory, Inc. belong to?

JM Pension Advisory, Inc. operates in the Financial Services industry.

What technology does JM Pension Advisory, Inc. use?

JM Pension Advisory, Inc.'s tech stack includes WordPress Super Cache, Squarespace, WordPress, Squarespace Commerce, Microsoft 365, Stimulus, Priority Hints and GoDaddy.

What is JM Pension Advisory, Inc.'s email format?

JM Pension Advisory, Inc.'s email format typically follows the pattern of First@jmpension.com. Find more JM Pension Advisory, Inc. email formats with LeadIQ.

When was JM Pension Advisory, Inc. founded?

JM Pension Advisory, Inc. was founded in 1995.

JM Pension Advisory, Inc.

Q: How many employees does JM Pension Advisory, Inc. have currently?

JM Pension Advisory, Inc. has approximately 4 employees.

Q: What technology does JM Pension Advisory, Inc. use?

JM Pension Advisory, Inc.'s tech stack includes MySQL, JSON-LD, Priority Hints, Choices, Cart Functionality.

Financial ServicesMaryland, United States2-10 Employees

JM Pension Advisory, Inc. is a small independent consulting and pension administration firm based in Rockville, Maryland. Founded in 1995 by Jackie Carmichael, the company provides third-party plan administration, personalized plan consultation, and fiduciary services, including acting as an Independent Fiduciary for client plans. Its work centers on tailoring services to meet the specific needs of each client, with attention to both plan participants and the overall fiduciary responsibilities involved. Operated within the financial services sector, the firm serves organizations seeking professional administration and guidance for their retirement plans. The company is positioned as a specialized provider offering independent, client-focused solutions to public and private benefit plans in the Maryland area.

Insights

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