Petros Financial Group, A JL Smith Company
Financial Services • 
Jacksonville, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 4655 Salisbury Road, Suite 100, Jacksonville, FL 32256, US |
| Phone number | +14409349182 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 1989 |
| Employees | 1-10 |
| Socials |
Key Contact at Petros Financial Group, A JL Smith Company
Jacquelyn Martin
Director of Client Relations
About Petros Financial Group, A JL Smith Company
Financial planning company headquartered in Jacksonville, Florida. Planning disciplines include estate planning, tax planning, IRA Planning, Social Security optimization, asset (Portfolio) management, life and long-term care insurance, health care insurance, and more. Financial planning and investment advisory services offered through Prosperity Capital Advisors (PCA) an SEC registered investment advisor. For more information, please visit www.adviserinfo.sec.gov.
Petros Financial Group, A JL Smith Company revenue & valuation
| Annual revenue | $10,000,000 |
| Revenue per employee | $3,334,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $32,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Petros Financial Group, A JL Smith Company has never raised funding before.
Petros Financial Group, A JL Smith Company Tech Stack
Discover the technologies and tools that power Petros Financial Group, A JL Smith Company's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Search engines
Security
Maps
JavaScript libraries
CDN
JavaScript libraries
Marketing automation
Security
Appointment scheduling
Analytics
Singapore
Germany
Australia
Netherlands
Frequently asked questions
4.8
40,000 users
