LeadIQ logo
Learn more at LeadIQ.com

Insights

Personalized Wealth Management JPH Advisory Group, led by experienced CFP Jon Houk, offers tailored wealth management services, indicating opportunities for high-net-worth client acquisition and personalized financial planning solutions.

Technology Integration The company's use of advanced tech stack components like Alibaba Cloud CDN, Cloudflare, and PWA suggests openness to modern digital financial services and cybersecurity investments, paving the way for selling innovative FinTech solutions.

Niche Market Focus With a small team and revenue under 10 million dollars, JPH Advisory Group appears focused on personalized, boutique financial services, providing prospects to offer scalable infrastructure tools or support platforms for boutique firms.

Growth and Expansion Despite its small size, the firm operates in a competitive industry alongside large players like Goldman Sachs and Morgan Stanley, presenting opportunities for niche product offerings, advisory tools, or specialized compliance solutions tailored for boutique wealth managers.

Market Trends The firm's dedication to integrated wealth management and digital presence aligns with industry shifts toward holistic, technology-driven financial advisory services, enabling sales of cutting-edge CRM, analytics, or client engagement solutions.

JPH Advisory Group, Inc. Tech Stack

JPH Advisory Group, Inc. uses 8 technology products and services including Alibaba Cloud CDN, Cloudflare, MySQL, and more. Explore JPH Advisory Group, Inc.'s tech stack below.

  • Alibaba Cloud CDN
    Content Delivery Network
  • Cloudflare
    Content Management System
  • MySQL
    Database
  • Cart Functionality
    E-commerce
  • Font Awesome
    Font Scripts
  • core-js
    Javascript Libraries
  • PWA
    Miscellaneous
  • Gravity Forms
    Web Platform Extensions

Media & News

JPH Advisory Group, Inc.'s Email Address Formats

JPH Advisory Group, Inc. uses at least 1 format(s):
JPH Advisory Group, Inc. Email FormatsExamplePercentage
First@jphadvisory.comJohn@jphadvisory.com
42%
FLast@jphadvisory.comJDoe@jphadvisory.com
8%
FirstLast@jphadvisory.comJohnDoe@jphadvisory.com
8%
First@jphadvisory.comJohn@jphadvisory.com
42%

Frequently Asked Questions

Where is JPH Advisory Group, Inc.'s headquarters located?

Minus sign iconPlus sign iconJPH Advisory Group, Inc.'s main headquarters is located at 600 Galleria Pkwy, Suite 1600 Atlanta, Georgia 30339 United States. The company has employees across 1 continents, including North America.

What is JPH Advisory Group, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact JPH Advisory Group, Inc.'s main corporate office by phone at
+1-770-859-****
. 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 JPH Advisory Group, Inc.'s official website and social media links?

Minus sign iconPlus sign iconJPH Advisory Group, Inc.'s official website is jphadvisory.com and has social profiles on LinkedIn.

How much revenue does JPH Advisory Group, Inc. generate?

Minus sign iconPlus sign icon As of September 2025, JPH Advisory Group, Inc.'s annual revenue is estimated to be $510K.

What is JPH Advisory Group, Inc.'s SIC code NAICS code?

Minus sign iconPlus sign iconJPH Advisory Group, Inc.'s SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does JPH Advisory Group, Inc. have currently?

Minus sign iconPlus sign iconAs of September 2025, JPH Advisory Group, Inc. has approximately 1 employees across 1 continents, including North America. Key team members include Wealth Manager: C. S.Audit Manager: J. R.Principal: A. P.. Explore JPH Advisory Group, Inc.'s employee directory with LeadIQ.

What industry does JPH Advisory Group, Inc. belong to?

Minus sign iconPlus sign iconJPH Advisory Group, Inc. operates in the Financial Services industry.

What technology does JPH Advisory Group, Inc. use?

Minus sign iconPlus sign iconJPH Advisory Group, Inc.'s tech stack includes Alibaba Cloud CDNCloudflareMySQLCart FunctionalityFont Awesomecore-jsPWAGravity Forms.

What is JPH Advisory Group, Inc.'s email format?

Minus sign iconPlus sign iconJPH Advisory Group, Inc.'s email format typically follows the pattern of First@jphadvisory.com. Find more JPH Advisory Group, Inc. email formats with LeadIQ.

JPH Advisory Group, Inc.

Financial ServicesGeorgia, United States0-1 Employees

So who is Jon Houk? He's an experienced, knowledgeable CERTIFIED FINANCIAL PLANNER (CFP) practitioner, with nearly 20 years in business. Dozens of Atlanta executives, professionals and families have come to trust him as their personal CFO. Jon is founder and president of JPH Advisory Group, Inc. – an independent advisory firm providing integrated wealth management.

Section iconCompany Overview

Headquarters
600 Galleria Pkwy, Suite 1600 Atlanta, Georgia 30339 United States
Phone number
+1-770-859-****
Website
jphadvisory.com
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Employees
0-1

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    JPH Advisory Group, Inc.'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    JPH Advisory Group, Inc.'s revenue is estimated to be in the range of $1M$10M

Company Leadership

  • Stylized image of a person
    C. S.
    Wealth Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. R.
    Audit Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. P.
    Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. A.
    Client Service Associate
    Phone icon
    Mobile Phone

Employee Directory

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust LeadIQ to help them build pipeline confidently.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.