What departments does JMB Financial Services Group have?

JMB Financial Services Group has employees across 3 departments including Finance, Operations, Accounting.

What is the largest department at JMB Financial Services Group?

The largest department at JMB Financial Services Group is Operations with 2 employees.

Where are JMB Financial Services Group employees located globally?

JMB Financial Services Group has employees across 2 continents and 2 countries including India, United States Of America.

How has JMB Financial Services Group's team size changed over time?

JMB Financial Services Group's team has remained stable from approximately 7 to 7 employees based on available data.

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.

JMB Financial Services Group Global Highlights

North America
17

United States Of America
17

Asia
3

India
3

JMB Financial Services Group's Leadership

C. B.
Chief Privacy Officer
Mobile Phone
Email
J. B.
President At Jmb Financial Services Group
Mobile Phone
Email
R. Q.
Wealth Manager
Mobile Phone
Email
M. G.
Operations Manager
Mobile Phone
Email
N. G.
Accounting/Finance
Mobile Phone
Email
S. W.
Client Service Associate
Mobile Phone
Email
S. R.
Operations
Mobile Phone
Email

JMB Financial Services Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Accounting
Administrative
Other

Contact profiles from JMB Financial Services Group

Name

Title

Contact Info

Location

Last Update

J. B.
President At Jmb Financial Services Group
Mobile Phone
Email
United StatesMichigan
Feb 26, 2025
C. B.
Chief Privacy Officer
Mobile Phone
Email
Oct 23, 2024
R. Q.
Wealth Manager
Mobile Phone
Email
United StatesMichigan
Mar 25, 2026
M. G.
Operations Manager
Mobile Phone
Email
United StatesMichigan
Feb 26, 2025
N. G.
Accounting/Finance
Mobile Phone
Email
IndiaMaharashtra
Feb 25, 2024
S. W.
Client Service Associate
Mobile Phone
Email
Jun 08, 2026
S. R.
Operations
Mobile Phone
Email
IndiaAndhra Pradesh
Feb 25, 2024

Frequently Asked Questions

What is JMB Financial Services Group known for?

JMB Financial Services Group operates in the Financial Services industry. The company's main headquarters is located in 42714 Woodward Avenue Bloomfield Hills, Michigan 48304 United States; 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?

JMB 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?

JMB Financial Services Group has approximately 7 employees as of April 2026. These team members are located across 2 continents, including North AmericaAsia.

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

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

Chief Privacy Officer: C. B.
President At Jmb Financial Services Group: J. B.
Wealth Manager: R. Q.
Operations Manager: M. G.
Accounting/Finance: N. G.

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JMB Financial Services Group Employee Directory

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