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JMB Financial Services Group Employee Directory

Financial ServicesMichigan, United States2-10 Employees

JMB Financial Services Group is a small financial services firm based in Bloomfield Hills, Michigan. It aims to help individuals understand their personal financial situation and make informed decisions by filtering out market noise. The firm emphasizes transparent, independent guidance and aims to build trust through clear communication about plans and investments. Securities are offered through LPL Financial, while investment advice is provided by JMB Financial Services Group, a registered investment advisor that operates separately from LPL.

The company focuses on personal financial planning and wealth management, with an emphasis on client-first service and suitable recommendations. This arrangement places the firm within the financial services landscape as an advisory-focused practice that relies on LPL Financial to provide securities distribution.

Find JMB Financial Services Group employees' phone numbers or email addresses

JMB Financial Services Group Global Highlights

Location
Employees

North America
20

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  • United States Of America
    20

Asia
1

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  • India
    1

Europe
1

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  • France
    1

JMB Financial Services Group's Leadership

  • Stylized image of a person
    C. B.
    Chief Privacy Officer
    Mobile Phone
  • Stylized image of a person
    S. W.
    Client Service Associate
    Mobile Phone

JMB Financial Services Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Other

Contact profiles from JMB Financial Services Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. B.
    Chief Privacy Officer
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    S. W.
    Client Service Associate
    Mobile Phone
    Jun 08, 2026

Frequently Asked Questions

What is JMB Financial Services Group known for?

Minus sign iconPlus sign iconJMB Financial Services Group operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-714-740-****
. Explore JMB Financial Services Group's company overview page for more information.

What is JMB Financial Services Group's most common email format?

Minus sign iconPlus sign iconJMB Financial Services Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more JMB Financial Services Group email formats with LeadIQ.

How many employees does JMB Financial Services Group have currently?

Minus sign iconPlus sign iconJMB Financial Services Group has approximately 7 employees as of August 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are JMB Financial Services Group's key employees and leadership?

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As of August 2026, JMB Financial Services Group's key employees include:

  • Chief Privacy Officer: C. B.
  • Client Service Associate: S. W.

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