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JL SMITH | HOLISTIC WEALTH MANAGEMENT

JL SMITH | HOLISTIC WEALTH MANAGEMENT

  • Employees count Employees 11-50
  • Revenue Revenue 5 Million to 10 Million
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JL Smith | Holistic Wealth Management Org Chart and Mapping

Employees

Gary Pelfrey

Advisor | Medicare Specialist

Sarah Warnkin

Client Service Advisor

Chad Weigl

Lead Advisor | Certified Financial Fiduciary

Rob Lacivita

Chief Operating Officer

Frequently Asked Questions Regarding Jason Smith

Answer: Jason Smith works for JL Smith | Holistic Wealth Management as Owner

Answer: Jason Smith’s role in JL Smith | Holistic Wealth Management is Owner

Answer: Jason Smith's email address is j***@gmail.com

Answer: Jason Smith's business email address is j****@jlsmithgroup.com

Answer: Jason Smith’s direct phone number is (***)-***-****

Answer: Jason Smith works in the industry of: Financial Services

Answer: Jason Smith works JL Smith | Holistic Wealth Management located at Detroit Rd, Avon, , 44011, Ohio, 36610, United States

Answer: JL Smith | Holistic Wealth Management's Owner is Jason Smith

Answer: Jason Smith contact details:

  • Phone number  :  (***)-***-****
  • Email  :  j****@jlsmithgroup.com

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