Jacob William Advisory

Financial Services • 100 West Rd, suite 300, United States • 11-20 Employees

Company overview

Headquarters	100 West Rd, suite 300, Towson, Maryland 21204, US
Phone number	+14108216724
Website	jacobwilliam.com
NAICS	52
SIC	628
Keywords	Retirement Planning, Estate Planning, Investment Management, Financial Advising, Intergenerational Planning, Philanthropic Gifting
Founded	2006
Employees	11-20
Socials

Key Contacts at Jacob William Advisory

Christina Snyder

Partner And Director Of Financial Planning, Senior Wealth Advisor

Mollie Moore

Director Of First Impressions

Jacob William Advisory Email Formats

Jacob William Advisory uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@jacobwilliam.com), used 55.6% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@jacobwilliam.com	55.6%
{first initial}{last name}	jdoe@jacobwilliam.com	44.4%

About Jacob William Advisory

Jacob William Advisory's mission is to inspire our clients to achieve True Wealth through education, communication and service, which exceed their expectations. We are one of the largest wealth advisory firms in the country, serving clients through holistic financial planning, disciplined investment strategies and proactive personal service. Jacob William Advisory was founded on traditional values; professional knowledge, integrity, personalized service and teamwork. Our goal is to help our clients attain True Wealth - all that money can't buy and death can't take away. We understand you have unique goals and objectives and we’re passionate about helping you discover and achieve your desired outcomes. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.

Jacob William Advisory revenue & valuation

Annual revenue	$4,500,000
Revenue per employee	$375,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$14,400,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Founder/Owner

C-Suite

Employees by Department

Jacob William Advisory has 8 employees across 4 departments.

Departments

Number of employees

Funding Data

Jacob William Advisory has never raised funding before.

Jacob William Advisory Tech Stack

Discover the technologies and tools that power Jacob William Advisory's digital infrastructure, from frameworks to analytics platforms.

MediaElement.js

Video players

Cloudflare Bot Management

Security

Gravity Forms

Form builders

WP Rocket

Caching

Tailwind CSS

UI frameworks

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

Flickity

JavaScript libraries

PHP

Programming languages

Frequently asked questions

Jacob William Advisory is located in 100 West Rd, suite 300, US.

You can reach Jacob William Advisory at +14108216724.

Jacob William Advisory was founded in 2006, making it 20 years old. The company has established itself as a significant player in its industry over this time.

Jacob William Advisory has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Jacob William Advisory

Christina Snyder

Partner And Director Of Financial Planning, Senior Wealth Advisor

Mollie Moore

Director Of First Impressions

4.8

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