July Business Services

Financial Services - Waco, TX, US

July Business Services Employees
Pam Pryor

HR Director

Contact Pam Pryor

Jahedur Rahman

Senior Application Developer

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Luana Rodriguez

Recordkeeper Daily Trading

Contact Luana Rodriguez

Jennifer McConnell

Regional Sales Director - Eastern Central

Contact Jennifer McConnell

Tyler Sweet

Advisor Billing Coordinator

Contact Tyler Sweet

Jason Miller

Director of Recordkeeping

Contact Jason Miller

Megan Knapp

Marketing & Institutional Relationship Coordinator

Contact Megan Knapp

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July Business Services Senior Management
Sheri Baker

Partner, Chief Financial Officer

Contact Sheri Baker

Jim Hudson

Chairman

Contact Jim Hudson

Blake Willis

Chief Operating Officer

Contact Blake Willis

John Humphrey

President and CEO

Contact John Humphrey

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July Business Services Details

JULY is a 401(k) services company specializing in hi-touch, tech-enabled retirement plan services. Our employees have served as plan experts to advisory firms, advisors and employers in the small and micro 401(k) plan market for over 25 years. Over the last decade, our in-house software development team has built a host of proprietary technology solutions to streamline, automate and simplify all facets of retirement planning to make processes rewarding and easy for our clients.

July Business Services logo, July Business Services contact details
Website: julyservices.com
Employees: 100 - 249
HQ: 254-296-4015
Location: Waco, TX, US
Revenue: 10 - 20 Million
401k Plan Administration 401k Recordkeeping Payroll Services ERISA Consulting Cash Balance Financial Services Financial Advisory Services Investment Banking Asset Management Finance
July Business Services Technologies
Captcha

reCAPTCHA

Email Providers

Outlook

Email Delivery

Sendgrid

Other

Microsoft Office 365

Analytics and Tracking

accessiBe

Online Video Platforms

Wistia

View All Technologies Used At July Business Services
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