Jp Marvel Wealth Management
JP Marvel is an SEC-registered investment advisory firm. The firm provides investment management and financial planning services to high net worth individuals and families, endowments, and foundations. Since 2007, JP Marvel has delivered a comprehensive set of solutions that help clients preserve, manage, and build their wealth. JP Marvel strives to foster and sustain long-term relationships that spans generations by merging their investment management and financial expertise.
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Verified contacts
7
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
0
tools in use
Monthly traffic
33
organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- SH
Simon Howe
Director of Client Operations · Operations
EmailPhone - JJ
Joe Jp Patton
President · General Business & Management
EmailPhone - JP
Joseph Patton
J P Marvel Investment Advisors · Other
EmailPhone - KM
Kellee Middlebrooks
J P Marvel Investment Advisors · Other
EmailPhone - LP
Luke Patton
Social Media Video Director · Advertising & Marketing
EmailPhone - DM
David McCaffrey
Head of Trading · Finance & Accounting
EmailPhone
Showing 6 of 7 verified contacts
Top roles at Jp Marvel Wealth Management
6 distinct titles indexed · top 6 shown.
- 2j p marvel investment advisors
- 1director of client operations
- 1head of trading
- 1president
- 1social media video director
- 1tax analyst
Sign up to unlock all 7 contacts at Jp Marvel Wealth Management
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