JBL Wealth Management
Financial Services • 
South Africa • 1-10 Employees
Company overview
| Headquarters | South Africa |
| Website | |
| NAICS | 52 |
| Keywords | Healthcare, Group Benefits, Asset Management, Retirement Planning, Financial Planning, Investment Management, Estate Planning (Wills And Trusts), Local And Offshore Investments, Post Retirement Investment Planning, Insurance (Life And Disability), Preservation Of Retirement Benefits |
| Employees | 1-10 |
Key Contact at JBL Wealth Management
Natascha Niemand
Personal Assistant To Chief Executive Officer and New Business Specialist
JBL Wealth Management Email Formats
JBL Wealth Management uses 2 email formats. The most common is {first name} (e.g., john@jblwealth.co.za), used 83.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@jblwealth.co.za | 83.3% |
{first name}.{last name} | john.doe@jblwealth.co.za | 16.7% |
About JBL Wealth Management
With our nationwide footprint we offer our clients the personalised service they deserve. Our financial advisers are highly skilled with a combined 150 years of experience. We are a dedicated team of experts and we take pride in building confidence and personal relationships with our clients and their families. Our strategic partnership with Graviton provides us access to the support of an established independent financial services network positioned within the Sanlam group. Supported for growth through investment expertise, extensive resources, and a unique value proposition, we are further enabled to enhance our service to you. Our Vision To provide a total personal financial planning solution to our clients by placing their interests above our own, delivering what we promise, and continually striving to exceed their expectations. Our Mission To provide a foundation for wealth creation and protection by ensuring that committed advisors assist our clients in defining a path to financial freedom and, in doing so, assuring enrichment and personal growth for all stakeholders - customers, shareholders & employees alike. Our Strength as a Firm Not only is JBL home to a an experienced and dynamic team, the business is managed by the 3 shareholders who are passionate about your financial growth and freedom. We specialise in investments and have built an excellent reputation in the industry as an independent wealth management firm. We value continuity and our clients are the center of our focus.
JBL Wealth Management revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
JBL Wealth Management has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
JBL Wealth Management has never raised funding before.
United States
New Zealand
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Frequently asked questions
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