JSO Partners Revenue
Financial Services • 
Blue Bell, Pennsylvania, United States • 1-10 Employees
JSO Partners revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Key Contacts at JSO Partners
Edward Cfpa
Director Of Client Services
Carolyn Soohaeoh
Director
Jong Sook Oh
Chief Executive Officer
Company overview
| Headquarters | 725 W Skippack Pike, Suite 200, Blue Bell, Pennsylvania 19422, US |
| Phone number | +12152833131 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management And Financial Advising |
| Employees | 1-10 |
| Socials |
JSO Partners Email Formats
JSO Partners uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@jsopartners.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@jsopartners.com | 75% |
{first initial}.{last name} | j.doe@jsopartners.com | 25% |
About JSO Partners
At JSO Partners, we help our clients maximize the impact of their wealth. Our process begins with a comprehensive financial check-up where we look for uncovered risks and untapped opportunities. Whether it’s utilizing a more tax-efficient savings vehicle or correcting a diluted portfolio, we draw upon our research and experience to pinpoint areas for improvement and deliver a plan designed to optimize our clients’ financial position. Finally, we are prepared to execute on our advice through a combination of insurance, investment, and planning vehicles, carefully selected to meet the unique needs and goals of each client. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Mariner Independent Advisor Network, LLC a registered investment advisor. JSO Partners and Mariner Independent Advisor Network, LLC are separate entities from LPL Financial.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
JSO Partners has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
JSO Partners has never raised funding before.
JSO Partners Tech Stack
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Frequently asked questions
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