JM Financial Strategies Advertising Profile
JM Financial Strategies Company Overview:
The people who work at JM Financial Strategies are friendly. Down to earth. Good listeners. Having been in the business a long time, we've encountered this mix in attitudesand a whole lot of market cycles (both good and bad!). We've got a lot of perspectives that can keep you on an even keel through the ups and downs. I have 30 years' experience helping clients achieve their retirement dreams. While my main focus is retirement planning, I also have extensive knowledge in tax, estate and investment planning. My approach focuses on the individual's needs, recognizing that each person is different while ensuring every client receives the retirement solution they deserve. I graduated from University of California San Diego with a BA in Management Science (Economics) and hold an MBA from the University of Phoenix. In my spare time, I like to do volunteer work and travel. I was recognized as the CHAD 2008 Volunteer of the Year for the San Diego Chapter of the Autism Society of America. Our family has enjoyed traveling in the United States, Canada, Europe, Tunisia and Costa Rica - experiencing new cultures and delicious foods. I live in University City with my husband, Jeff; girls, Mallory and Paige; and Bichon-mixes, Sara and Nell (see below). Five Star Wealth Manager Award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,018 San Diego area wealth managers were considered for the award; 219 (11 percent of candidates) were named 2020 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future ...
Primary Address
4550 Kearny Villa Road
San Diego, CA 92123
JM Financial Strategies Advertising Agencies
Explore a detailed list of current and past ad agencies that work with JM Financial Strategies. Sort its marketing agencies by the type of services they offer including creative, PR, media planning, media buying and more. With Winmo’s detailed database of JM Financial Strategies's advertising agencies at your fingertips you will quickly be able to answer questions like these:
How many brands does JM Financial Strategies have?
JM Financial Strategies has 1 unique brands.
How much does JM Financial Strategies spend on media?
It is unknown how much JM Financial Strategies spends on media.
JM Financial Strategies Marketing Team
Winmo tracks marketing team contacts brand by brand (budget by budget), with an update cycle of sixty days for maximum accuracy. With Winmo, you can get detailed information on the entire JM Financial Strategies marketing team. Find basics on each marketer such as name, job title, brand responsibilities, email, and direct phone number, as well as current marketing strategies, areas of media investment, and do’s and don’ts for engaging. Here’s the kinds of questions you’ll be able to quickly answer with our database:
Who is the CMO at JM Financial Strategies?
The chief marketing officer at JM Financial Strategies is N/A.
How big is the JM Financial Strategies Marketing Team?
There are 1 staff members currently involved in marketing for JM Financial Strategies.
JM Financial Strategies Ad Spend 2025
This section digs into the specifics of the advertising spend at JM Financial Strategies and activity across channels such as Out of Home, Radio, Broadcast, Print, Digital Display, CTV, Digital Video and Social Media, highlighting their peak buying times, media mix, and a month over month comparison.
JM Financial Strategies Advertising Spend
Winmo provides comprehensive data detailing annual advertising spend for JM Financial Strategies, showcasing the total spend broken down by month, fiscal quarter and monthly percentage change to illustrate the company's evolving marketing advertising strategies.
JM Financial Strategies Media Mix
Explore a detailed breakdown of the last 12 months media spending for JM Financial Strategies across various advertising channels including digital, broadcast, print, radio and more. Those channels can then be broken down further and viewed monthly or quarterly.
Win More with Winmo
If you are looking to tap into JM Financial Strategies marketing spend, Winmo paves a clear path to engaging the right contacts at the right time. Winmo connects ad spend, marketing activity and peak buying periods to marketing team and ad agency budget-holders, even providing you with AI-powered email templates based on JM Financial Strategies decision-makers' personality types. Winmo's award winning platform tracks this intel for those who control $100 billion in marketing spend each year, making it the top choice among sellers of agency services, advertising, marketing technology, or corporate sponsorships.
Get your unfair advantage with Winmo
Request trial to view full profile and more!
Get full access to this profile & more!
Looking for a resource to grow your sales? Winmo helps you source more leads by connecting with the right prospects at the right time.
JM Financial Strategies Social Media Marketing Ad Spend
See whether JM Financial Strategies is spending on social media platforms like X, TikTok, Facebook, Instagram and Pinterest, as well as how active it is on YouTube desktop, iOS or Android.