JMR Financial Group, Inc. Employee Directory

Q: How many employees does JMR Financial Group, Inc. have currently?

JMR Financial Group, Inc. has approximately 13 employees.

Q: Who are JMR Financial Group, Inc.'s key employees and leadership?

JMR Financial Group, Inc.'s key employees include: Co-Founder And Chief Executive Officer: T. M., Vice President - Financial Planning Financial Advisor: F. B. L., President & Investment Advisor: N. M..

Financial ServicesWisconsin, United States11-50 Employees

JMR Financial Group is a financial services firm with one goal - to increase your net worth. And when we say, "one firm," we mean it.

Our rare and innovative business model combines the expertise of investment professionals with the insight of accounting and tax professionals to review, strategize and manage every aspect of your finances - personal or business. Our services include outsourced accounting, employee benefit plan administration, payroll and sales tax compliance, certified support of QuickBooks, investment and advisory services, income tax planning and preparation, legacy planning, comprehensive financial planning, annual investment review, and business valuations.

Based in Superior, Wisconsin, our company is well-suited to examine your entire financial situation and make recommendations and adjustments that set you on the path to financial freedom. With today's technology, JMR serves clients nationwide!

Find JMR Financial Group, Inc. employees' phone numbers or email addresses

JMR Financial Group, Inc. Global Highlights

North America
20

United States Of America
20

South America
1

Colombia
1

JMR Financial Group, Inc.'s Leadership

F. B. L.
Vice President - Financial Planning Financial Advisor
Mobile Phone
Email
N. M.
President & Investment Advisor
Mobile Phone
Email
T. M.
Co-Founder And Chief Executive Officer
Mobile Phone
Email
R. R.
Vice President/ Certified Public Accountant (cpa)
Mobile Phone
Email
B. Q.
Accounting Manager
Mobile Phone
Email
D. L.
Tax Manager
Mobile Phone
Email
E. H.
Senior Accounting Specialist
Mobile Phone
Email
A. M.
Customer Service Representative
Mobile Phone
Email

JMR Financial Group, Inc. Employee Metrics

100%

50%

0%

2026

2025

Accounting
Banking
Business
Support
Administrative
Other

Contact profiles from JMR Financial Group, Inc.

Name

Title

Contact Info

Location

Last Update

C. H.
Tax And Quickbooks Specialist
Mobile Phone
Email
United StatesMinnesota
Oct 18, 2024
J. M.
Business Strategist
Mobile Phone
Email
Oct 23, 2024
M. J. M.
Business Strategist
Mobile Phone
Email
United StatesMinnesota
Feb 27, 2024
M. P.
Tax Intern
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
A. W.
Accountant Specialist
Mobile Phone
Email
United StatesWisconsin
Oct 20, 2025
P. N.
Accounting Specialist
Mobile Phone
Email
Oct 26, 2025
D. E.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
F. B. L.
Vice President - Financial Planning Financial Advisor
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is JMR Financial Group, Inc. known for?

JMR Financial Group, Inc. operates in the Financial Services industry. The company's main headquarters is located in 1225 Tower Avenue Suite 305 Superior, Wisconsin 54880 United States; you can contact the main corporate office by phone at

+1-715-392-****

. Explore JMR Financial Group, Inc.'s company overview page for more information.

What is JMR Financial Group, Inc.'s most common email format?

JMR Financial Group, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more JMR Financial Group, Inc. email formats with LeadIQ.

How many employees does JMR Financial Group, Inc. have currently?

JMR Financial Group, Inc. has approximately 13 employees as of February 2026. These team members are located across 2 continents, including North AmericaSouth America.

Who are JMR Financial Group, Inc.'s key employees and leadership?

As of February 2026, JMR Financial Group, Inc.'s key employees include:

Vice President - Financial Planning Financial Advisor: F. B. L.
President & Investment Advisor: N. M.
Co-Founder And Chief Executive Officer: T. M.
Vice President/ Certified Public Accountant (cpa): R. R.
Accounting Manager: B. Q.

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