Insights

Boutique scale opportunity Independent pension advisory with a small client base and 2-10 employees indicates potential upsell of full-service fiduciary and third-party plan administration to larger SMBs in the DC metro area seeking compliant, personalized pension solutions.

Fiduciary services leverage Existing fiduciary services position JM Pension to expand into enhanced fiduciary risk management offerings, including outsourced Independent Fiduciary arrangements for mid-sized employer plans seeking governance support and liability mitigation.

Tech modernization angle Current tech stack includes standard web and font tools; opportunity to upsell secure client portal, modern retirement plan administration software, and analytics to improve participant outcomes and compliance efficiency.

Regional focus potential Rockville Maryland base plus proximity to several large financial services ecosystems suggests growth through targeted outreach to nearby small to mid-market employers needing expert pension consulting and plan administration.

Market positioning Operate as a specialized, independent advisor amid large incumbents; emphasize tailored service, fiduciary clarity, and participant-centric outcomes to differentiate and win business from bigger firms that may be less flexible.

JM Pension Advisory, Inc. Tech Stack

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

WordPress Super Cache

Caching

Twemoji

Font Scripts

Google Fonts API

Font Scripts

jQuery Migrate

Javascript Libraries

jQuery

Javascript Libraries

Priority Hints

Performance

X-Content-Type-Options

Web & Portal Technology

Adobe Fonts

Web Fonts

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

Where is JM Pension Advisory, Inc.'s headquarters located?

JM Pension Advisory, Inc.'s main headquarters is located at Rockville, Maryland 20850 United States. The company has employees across 1 continents, including North America.

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.

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

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

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

As of May 2026, JM Pension Advisory, Inc. has approximately 4 employees across 1 continents, including North America. Key team members include President: J. C.President: Q. J. C.Senior Retirement Specialist And Consultant: J. A. 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 CacheTwemojiGoogle Fonts APIjQuery MigratejQueryPriority HintsX-Content-Type-OptionsAdobe Fonts.

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 GoDaddy, Choices, Google Tag Manager, JSON-LD, Adobe Fonts.

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

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

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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