1900 Wealth
1900 Wealth Management is comprised of seasoned, highly experienced advisors with decades of combined experience in financial planning. Led by Todd Brockwell, we strive to preserve and grow wealth because of our level and breadth of knowledge, our passion for our work, and our desire to deliver positive results. 1900 Wealth is wholly owned by Jefferson Bank and remains independent, locally-owned and structured for convenient, personalized service. Our services include Investment Management, Advisory Services Consulting, Family Education & Governance, Trust, Private Banking, Charitable Gifting, Oil & Gas Management and iDirect™ — our self-managed online portfolio.
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Verified contacts
26
available on Kipplo
LinkedIn employees
33
11 to 50 range
Open roles
—
no listings
Distinct roles
23
indexed titles
Tech stack
1
tools in use
Monthly traffic
183
organic / mo
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Decision-makers and verified team members
26 contacts with verified email or phone · masked until revealed.
- JD
Jessica Drought
VP, Investment Manager · Finance & Accounting
EmailPhone - MS
Michael Sierra
Senior Vice President - Senior Investment Advisor · Finance & Accounting
EmailPhone - PK
Phyllis Kyle
Vice President · General Business & Management
EmailPhone - BS
Bella Scanland
Client Services · Customer/Client Service
EmailPhone - CS
Caroline Satel
&, · Other
EmailPhone - TG
Teri Grubb
SVP, Director of Operations & Client Experience · Other
EmailPhone - TB
Todd Brockwell
President · General Business & Management
EmailPhone - DS
Dan Slattery
Senior Advisor · Finance & Accounting
EmailPhone - BJ
Bobby Jones
Senior Vice President · General Business & Management
EmailPhone
Showing 9 of 26 verified contacts
Top roles at 1900 Wealth
23 distinct titles indexed · top 10 shown.
- 2chief compliance officer
- 2vice president
- 1&,
- 1alternative investments analyst
- 1client services
- 1client services intern
- 1executive assistant
- 1founder
- 1investment advisor
- 1investment officer
- +13more titles
Sign up to unlock all 26 contacts at 1900 Wealth
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