NextGen Advisors Revenue
Financial Services • 
Scottsdale, Arizona, United States • 1-10 Employees
NextGen Advisors revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Key Contacts at NextGen Advisors
Jordan Jobe
Owner
Abbie Bochat
Director Of Operations
Company overview
| Headquarters | NextGen Advisors LLC, 14269 N 87th Street Suite 105, Scottsdale, Arizona 85260, US |
| Phone number | +14805087525 |
| Website | |
| NAICS | 52 |
| Keywords | Non-Profits, Risk Management, Families, Wealth Management, Retirement Planning, Individuals, Life Transitions, College Savings, Business Owners, Employer Retirement Plans, Corporate Executives, Women'S Investors |
| Founded | 2017 |
| Employees | 1-10 |
NextGen Advisors Email Formats
NextGen Advisors uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@raymondjames.com), used 87.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@raymondjames.com | 87.5% |
{first name}.{last name} | john.doe@raymondjames.com | 12.5% |
About NextGen Advisors
NextGen Advisors is a six-person financial advising team that specializes in working with individuals who are preparing for or are currently in retirement. We seek to partner with individuals and families compatible with our investment style and philosophy. NextGen clients appreciate our consistent communication style and comprehensive approach to their investments. Clients also benefit from our expertise in estate planning, tax planning and savings, risk management, income planning & more. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: http://raymondjames.com/smicd.htm NextGen Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. 2025 Forbes America's Best-In-State Wealth Management Teams, developed by Shook Research, is based on the period from 3/31/2023 to 3/31/2024 and was released on 1/9/2025. Approximately 11,674 team nominations were received and 5,331 advisor teams won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4a7VisT. Please see https://bit.ly/40mwRVe for more info.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
NextGen Advisors has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
NextGen Advisors has never raised funding before.
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