Jim Lee Financial Revenue

Financial Services • Encinitas, California, United States • 1-10 Employees

Jim Lee Financial revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at Jim Lee Financial

Jim Lee

Owner / Founder

Company overview

Headquarters	937 S. Coast Highway 101, Suite C-206, Encinitas, California 92024, US
Website	jimleefinancial.com
NAICS	52
Keywords	Health Insurance, Disability Insurance, Life Insurance, Client Service, Iras, 401(K)S And 403(B)S, Fixed Annuities, Helping Others Retire Well, Indexed Annuities, Long-Term Care Insurance
Founded	1986
Employees	1-10

Jim Lee Financial Email Formats

Jim Lee Financial uses 1 email format. The most common is {first initial} (e.g., j@jimleefinancial.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@jimleefinancial.com	100%

About Jim Lee Financial

Retire Well with Help from a Trusted Expert For more than 25 years, Jim Lee Financial has been working with clients throughout the greater San Diego County area to create customized solutions for achieving their short- and long-term financial goals. From accumulating and preserving wealth to leaving a legacy for loved ones, we work with clients in all stages of the planning process who are looking to retire more comfortably and confidently knowing they are protected from life’s unknowns. After spending time working for insurance companies with limited options available for clients, Jim Lee decided to open his open firm as an independent agent to better meet the unique needs of each individual, family and business owner he serves. As the founder and president of Jim Lee Financial, he is committed to consistently going above and beyond to ensure his clients can sleep well at night knowing they have a trusted resource to guide them into and through retirement. If you’re interested in learning more about joining the Jim Lee Financial family, contact us at 760.436.1711 to set up your complimentary consultation.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Jim Lee Financial has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Jim Lee Financial has never raised funding before.

Jim Lee Financial Tech Stack

Discover the technologies and tools that power Jim Lee Financial's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Wistia

Video players

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

HSTS

Security

Google Analytics

Analytics

Duda

CMS

Google Workspace

Sentry

Issue trackers

Google Tag Manager

Tag managers

Frequently asked questions

Jim Lee Financial is located in Encinitas, California, US.

Jim Lee Financial generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

Jim Lee Financial has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Jim Lee Financial was founded in 1986, making it 40 years old. The company has established itself as a significant player in its industry over this time.

Jim Lee Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Jim Lee Financial

Jim Lee

Owner / Founder

4.8

40,000 users