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Insights

Niche client focus Targeting independent contractors, sales representatives, and small business owners suggests a compelling upsell path for add-on financial planning and investment management services to individuals with fluctuating income and complex financial needs.

Boutique scale leverage Small team size indicates a personalized service model with potential to differentiate through high-touch, white-glove planning. Sales opportunities exist in cross-selling strategic services to more affluent or revenue-generating clients as they scale.

Technology footprint Existing tech stack (Drupal, analytics-friendly tools, email marketing) provides a foundation for digital marketing campaigns, client portals, and automation to nurture prospects, onboard clients, and deliver tailored financial plans.

Advisory alignment Securities and advisory services through Cetera position the firm to broaden offerings and cross-sell to clients seeking integrated wealth management, retirement planning, and investment strategies with regulatory oversight.

Growth signals Revenue range indicates mid-market potential and scalability opportunities with expanded service lines, partnerships, or acquisitions; target expansion to mid-tier small businesses and high-earning contractors to increase wallet share.

Similar companies to JMB Financial Managers, Inc.

JMB Financial Managers, Inc. Tech Stack

JMB Financial Managers, Inc. uses 8 technology products and services including Drupal, Cart Functionality, Mailchimp, and more. Explore JMB Financial Managers, Inc.'s tech stack below.

  • Drupal
    Content Management System
  • Cart Functionality
    E-commerce
  • Glyphicons
    Font Scripts
  • jQuery
    Javascript Libraries
  • Lightbox
    Javascript Libraries
  • PHP
    Programming Languages
  • YouTube
    Video Players

JMB Financial Managers, Inc.'s Email Address Formats

JMB Financial Managers, Inc. uses at least 4 email formats:
JMB Financial Managers, Inc. Email FormatsExamplePercentage
First.Last@ceteraadvisors.comJohn.Doe@ceteraadvisors.com
83%
FLast@ceteraadvisors.comJDoe@ceteraadvisors.com
15%
FirstLast@ceteraadvisors.comJohnDoe@ceteraadvisors.com
2%
First.Last@jmbfinmgrs.comJohn.Doe@jmbfinmgrs.com
100%

Frequently Asked Questions

What is JMB Financial Managers, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact JMB Financial Managers, Inc.'s main corporate office by phone at
+1-949-251-****
. 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 JMB Financial Managers, Inc.'s official website and social media links?

Minus sign iconPlus sign iconJMB Financial Managers, Inc.'s official website is jmbfinmgrs.com and has social profiles on LinkedIn.

How much revenue does JMB Financial Managers, Inc. generate?

Minus sign iconPlus sign icon As of August 2026, JMB Financial Managers, Inc.'s annual revenue is estimated to be $1M - $10M.

What is JMB Financial Managers, Inc.'s NAICS code?

Minus sign iconPlus sign iconJMB Financial Managers, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does JMB Financial Managers, Inc. have currently?

Minus sign iconPlus sign iconAs of August 2026, JMB Financial Managers, Inc. has approximately 7 employees across 1 continents, including North America. Key team members include Senior Wealth Manager: J. B., Practice Manager: K. B. and Client Service Associate: J. D. G. Explore JMB Financial Managers, Inc.'s employee directory with LeadIQ.

What industry does JMB Financial Managers, Inc. belong to?

Minus sign iconPlus sign iconJMB Financial Managers, Inc. operates in the Financial Services industry.

What technology does JMB Financial Managers, Inc. use?

Minus sign iconPlus sign iconJMB Financial Managers, Inc.'s tech stack includes Drupal, Cart Functionality, Mailchimp, Glyphicons, jQuery, Lightbox, PHP and YouTube.

What is JMB Financial Managers, Inc.'s email format?

Minus sign iconPlus sign iconJMB Financial Managers, Inc.'s email format typically follows the pattern of First.Last@ceteraadvisors.com. Find more JMB Financial Managers, Inc. email formats with LeadIQ.

When was JMB Financial Managers, Inc. founded?

Minus sign iconPlus sign iconJMB Financial Managers, Inc. was founded in 1992.
JMB Financial Managers, Inc. logo

JMB Financial Managers, Inc.

Financial ServicesCalifornia, United States2-10 Employees

JMB Financial Managers, Inc. operates within the financial services sector, offering tailored financial planning for independent contractors, sales representatives, and small business owners who lack the time, skills, or inclination to manage day-to-day finances and investments. This approach aims to relieve clients of routine financial tasks, allowing them to devote more time to prospecting, networking, and relationship building, which can potentially lead to higher incomes. The firm is based in Santa Ana, California, and serves a clientele seeking structured planning support.

Securities and advisory services are offered through Cetera Advisors LLC, a broker/dealer and Registered Investment Adviser, with advisory services also provided directly through JMB Financial Managers, Inc. Cetera operates under separate ownership from the other named entity. The firm maintains a small team and provides information at its website, jmbfinmgrs.com.

Section iconCompany Overview

Phone number
+1-949-251-****
Website
jmbfinmgrs.com
NAICS Code
52 - Finance and Insurance
Founded
1992
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    JMB Financial Managers, Inc.'s revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • Senior Wealth Manager at JMB Financial Managers, Inc.
    J. B.
    Senior Wealth Manager
    Mobile Phone
  • Practice Manager at JMB Financial Managers, Inc.
    K. B.
    Practice Manager
    Mobile Phone
  • Client Service Associate at JMB Financial Managers, Inc.
    J. D. G.
    Client Service Associate
    Mobile Phone
  • Client Service Associate at JMB Financial Managers, Inc.
    S. L.
    Client Service Associate
    Mobile Phone
  • Client Service Associate at JMB Financial Managers, Inc.
    S. K.
    Client Service Associate
    Mobile Phone

Employee Directory

  • Communication Coordinator at JMB Financial Managers, Inc.
    K. S.
    Communication Coordinator
    Mobile Phone

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