What departments does JMR Financial Group, Inc. have?

JMR Financial Group, Inc. has employees across 5 departments including Finance, Accounting, Customer Success, Human Resources, Business.

What is the largest department at JMR Financial Group, Inc.?

The largest department at JMR Financial Group, Inc. is Accounting with 3 employees.

Where are JMR Financial Group, Inc. employees located globally?

JMR Financial Group, Inc. has employees across 2 continents and 2 countries including United States Of America, Colombia.

How has JMR Financial Group, Inc.'s team size changed over time?

JMR Financial Group, Inc.'s team has grown from approximately 8 to 9 employees based on available data.

JMR Financial Group, Inc. Employee Directory

Q: Who are JMR Financial Group, Inc.'s key employees and leadership?

JMR Financial Group, Inc.'s key employees include: Co-Founder And Chief Executive Officer: T. M., Vice President - Financial Planning Financial Advisor: F. B. L., President & Investment Advisor: N. M..

Financial ServicesWisconsin, United States11-50 Employees

JMR Financial Group, Inc. is a financial services firm that blends investment expertise with accounting and tax insight to manage a client's overall financial situation. It serves individuals and businesses with a broad set of offerings, including outsourced accounting, payroll and sales tax compliance, QuickBooks support, income tax planning and preparation, and investment guidance, along with estate planning and related financial goals, and broad financial planning and valuations. Based in Superior, Wisconsin, the firm uses technology to reach clients nationwide and to analyze entire financial pictures.

Its approach combines professionals from investment and accounting/tax fields to review, strategize, and adjust finances across personal and business needs. In August 2023, JMR Financial Group announced a partnership with ZMC & Associates LLC, signaling a collaboration that expands its service capabilities.

JMR Financial Group, Inc. Global Highlights

North America
19

United States Of America
19

South America
1

Colombia
1

JMR Financial Group, Inc.'s Leadership

F. B. L.
Vice President - Financial Planning Financial Advisor
Mobile Phone
Email
N. M.
President & Investment Advisor
Mobile Phone
Email
T. M.
Co-Founder And Chief Executive Officer
Mobile Phone
Email
B. Q.
Accounting Manager
Mobile Phone
Email
D. L.
Tax Manager
Mobile Phone
Email
E. H.
Senior Accounting Specialist
Mobile Phone
Email
A. M.
Customer Service Representative
Mobile Phone
Email
K. H.
Benefit Plan Specialist
Mobile Phone
Email

JMR Financial Group, Inc. Employee Metrics

100%

50%

0%

2026

2025

Accounting
Banking
Business
Support
Administrative
Other

Contact profiles from JMR Financial Group, Inc.

Name

Title

Contact Info

Location

Last Update

N. M.
President & Investment Advisor
Mobile Phone
Email
United StatesMinnesota
Jun 01, 2026
T. M.
Co-Founder And Chief Executive Officer
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
B. Q.
Accounting Manager
Mobile Phone
Email
United StatesMinnesota
Apr 15, 2026
D. L.
Tax Manager
Mobile Phone
Email
United StatesWisconsin
Sep 13, 2024
E. H.
Senior Accounting Specialist
Mobile Phone
Email
Oct 23, 2024
A. M.
Customer Service Representative
Mobile Phone
Email
United StatesWisconsin
Mar 25, 2026
K. H.
Benefit Plan Specialist
Mobile Phone
Email
United StatesMinnesota
Jun 28, 2026
A. B.
Administrative Tax Professional
Mobile Phone
Email
United StatesWisconsin
Sep 10, 2025
A. J.
Investment Advisor Representative
Mobile Phone
Email
United StatesMinnesota
Oct 18, 2024
C. H.
Tax And Quickbooks Specialist
Mobile Phone
Email
United StatesMinnesota
Oct 18, 2024

Frequently Asked Questions

What is JMR Financial Group, Inc. known for?

JMR Financial Group, Inc. operates in the Financial Services industry. The company's main headquarters is located in 1225 Tower Avenue Suite 305 Superior, Wisconsin 54880 United States; you can contact the main corporate office by phone at

+1-715-392-****

. Explore JMR Financial Group, Inc.'s company overview page for more information.

What is JMR Financial Group, Inc.'s most common email format?

JMR Financial Group, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more JMR Financial Group, Inc. email formats with LeadIQ.

How many employees does JMR Financial Group, Inc. have currently?

JMR Financial Group, Inc. has approximately 13 employees as of June 2026. These team members are located across 2 continents, including North AmericaSouth America.

Who are JMR Financial Group, Inc.'s key employees and leadership?

As of June 2026, JMR Financial Group, Inc.'s key employees include:

Vice President - Financial Planning Financial Advisor: F. B. L.
President & Investment Advisor: N. M.
Co-Founder And Chief Executive Officer: T. M.
Accounting Manager: B. Q.
Tax Manager: D. L.

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JMR Financial Group, Inc. Employee Directory

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