JLE Wealth Management

Financial Services • San Diego, California, United States • 1-10 Employees

Company overview

Headquarters	10620 Treena St, Suite 230, San Diego, California 92131, US
Website	jlewealth.com
NAICS	52
Keywords	Etfs And Retirement Planning
Founded	2024
Employees	1-10

Key Contact at JLE Wealth Management

Jane Edmondson

Founder and CEO

JLE Wealth Management Email Formats

JLE Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@jlewealth.com), used 100% of the time.

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

About JLE Wealth Management

JLE Wealth Management, LLC is a California registered investment advisory firm dedicated to providing financial advisors and individual investors with risk managed ETF Model Portfolio solutions, along with thoughtful, relevant financial content designed to help support and achieve financial advisors’ goals.

JLE Wealth Management revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

JLE Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

JLE Wealth Management has never raised funding before.

Frequently asked questions

JLE Wealth Management is located in San Diego, California, US.

JLE Wealth Management was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

JLE Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at JLE Wealth Management

Jane Edmondson

Founder and CEO

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