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J2 FINANCIAL SERVICES, LLC - Florida Company Profile

Company Details

Entity Name: J2 FINANCIAL SERVICES, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

J2 FINANCIAL SERVICES, LLC is structured as a Limited Liability Company (LLC), a common business structure that offers its members limited liability protection, separating their personal assets from the company's debts and obligations.
In Florida, LLCs are governed by Title XXXVI, Chapter 605, Florida Revised Limited Liability Company Act

Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 16 Dec 2019 (5 years ago)
Document Number: L19000304704
FEI/EIN Number 84-4059272

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 2081 SE OCEAN BLVD., SUITE 1B, STUART, FL, 34996
Mail Address: 2081 SE OCEAN BLVD., SUITE 1B, STUART, FL, 34996
ZIP code: 34996
County: Martin
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
J2 FINANCIAL SERVICES, LLC 401(K) P/S PLAN 2023 844059272 2024-09-02 J2 FINANCIAL SERVICES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 7722839988
Plan sponsor’s address 2081 SE OCEAN BLVD STE 1B, STUART, FL, 34996

Signature of

Role Plan administrator
Date 2024-09-02
Name of individual signing JEFFREY JACOBSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-09-02
Name of individual signing JEFFREY JACOBSEN
Valid signature Filed with authorized/valid electronic signature
J2 FINANCIAL SERVICES, LLC 401(K) P/S PLAN 2022 844059272 2023-06-27 J2 FINANCIAL SERVICES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 7722839988
Plan sponsor’s address 2081 SE OCEAN BLVD STE 1B, STUART, FL, 34996

Plan administrator’s name and address

Administrator’s EIN 844059272
Plan administrator’s name J2 FINANCIAL SERVICES, LLC
Plan administrator’s address 2081 SE OCEAN BLVD STE 1B, STUART, FL, 34996
Administrator’s telephone number 7722839988

Signature of

Role Plan administrator
Date 2023-06-27
Name of individual signing VICTORIA LEBLANC
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
JACOBSEN KRISTIN L Authorized Person 2148 SE COUNTRY CLUB LN, STUART, FL, 34996
JACOBSEN JEFFREY J Agent 2148 SE COUNTRY CLUB LN, STUART, FL, 34996

Documents

Name Date
ANNUAL REPORT 2024-04-07
ANNUAL REPORT 2023-03-21
ANNUAL REPORT 2022-04-27
ANNUAL REPORT 2021-04-29
Florida Limited Liability 2019-12-16

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8095557200 2020-04-28 0455 PPP 2081 SE Ocean Blvd Ste 1B, STUART, FL, 34996-3326
Loan Status Date 2021-05-04
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 31000
Loan Approval Amount (current) 31000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 42458
Servicing Lender Name First National Bank of Omaha
Servicing Lender Address 1601 Capitol Ave, OMAHA, NE, 68102
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Unanswered
Project Address STUART, MARTIN, FL, 34996-3326
Project Congressional District FL-21
Number of Employees 4
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 42458
Originating Lender Name First National Bank of Omaha
Originating Lender Address OMAHA, NE
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 31226.47
Forgiveness Paid Date 2021-01-20

Date of last update: 02 Apr 2025

Sources: Florida Department of State