SBA lending record
JMG Insurance Agency LLC
1211 PUERTA DEL SOL #150, San Clemente, CA 92673 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$400K
Total SBA financing
1
Loan on record
FY2023
On record
10
Jobs supported
● business · ● lender — business location is the ZIP-area centroid from the public record
Is JMG Insurance Agency LLC your business?
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The loan
$400,000 — FY2023
- Gross approval
- $400,000
- SBA guaranteed
- $300,000 (75%)
- Status
- Paid in full
- Rate at approval
- 10% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 9/29/2023
- First disbursement
- 10/11/2023
- Days to fund
- 12 days
- Paid in full
- 1/31/2025
- Collateral
- Required
The lender
Preferred Bank
1 loan to this business- Total assets
- $7655.1B
- Deposits
- $6432.2B
- Loans outstanding
- $6059.9B
- Net income
- $31.1B
- Return on assets
- 1.6330591708006252%
- Return on equity
- 15.97%
- Total equity
- $770.2B
- Offices
- 16
- Founded
- 12/2
- Headquarters
- 601 S Figueroa St, Los Angeles, CA, 90017
- FDIC cert
- 33539
- Website
- www.preferredbank.com
Is JMG Insurance Agency LLC your business?
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DealRoom listing built from public SBA 7(a) lending records and FDIC BankFind. Figures are as reported; verify before relying on them. Not affiliated with JMG Insurance Agency LLC.