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Petros Financial Group, A JL Smith Company Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Petros Financial Group, A JL Smith Company, is a financial planning firm headquartered in Jacksonville, Florida. It offers a broad suite of planning services, including estate and tax planning, retirement planning such as IRA planning and Social Security optimization, asset management, and life, long-term care, and health insurance planning. The firm provides financial planning and investment advisory services through Prosperity Capital Advisors, an SEC-registered advisor.

With a small professional team, Petros serves individuals and families seeking comprehensive financial planning and investment guidance. More information is available at petrosplanning.com.

Find Petros Financial Group, A JL Smith Company employees' phone numbers or email addresses

Petros Financial Group, A JL Smith Company Global Highlights

Location
Employees

North America
10

Minus sign iconPlus sign icon
  • United States Of America
    10

Petros Financial Group, A JL Smith Company's Leadership

  • Stylized image of a person
    P. S.
    President
    Mobile Phone
  • Stylized image of a person
    L. S.
    Financial Advisor
    Mobile Phone
  • Stylized image of a person
    M. M.
    Executive Assistant
    Mobile Phone

Petros Financial Group, A JL Smith Company Employee Metrics

100%
50%
0%
2026
2025
  • Other

Contact profiles from Petros Financial Group, A JL Smith Company

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    P. S.
    President
    Mobile Phone
    Oct 01, 2025
  • Stylized image of a person
    L. S.
    Financial Advisor
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    M. M.
    Executive Assistant
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Petros Financial Group, A JL Smith Company known for?

Minus sign iconPlus sign iconPetros Financial Group, A JL Smith Company was founded in 1989 operates in the Financial Services industry. Explore Petros Financial Group, A JL Smith Company's company overview page for more information.

What is Petros Financial Group, A JL Smith Company's most common email format?

Minus sign iconPlus sign iconPetros Financial Group, A JL Smith Company employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Petros Financial Group, A JL Smith Company email formats with LeadIQ.

How many employees does Petros Financial Group, A JL Smith Company have currently?

Minus sign iconPlus sign iconPetros Financial Group, A JL Smith Company has approximately 3 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Petros Financial Group, A JL Smith Company's key employees and leadership?

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As of July 2026, Petros Financial Group, A JL Smith Company's key employees include:

  • President: P. S.
  • Financial Advisor: L. S.
  • Executive Assistant: M. M.

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