SBA lending record
JMP Insurance Services LLC
851 N SAN MATEO DR, San Mateo, CA 94401 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$975K
Total SBA financing
1
Loan on record
FY2022
On record
5
Jobs supported
Franchise brand
TWFG Insurance Services, Inc. - Branch Office Agreement
See TWFG Insurance Services, Inc. - Branch Office Agreement's SBA financing data — typical deal, failure rate, and how its loans perform →
● business — business location is the ZIP-area centroid from the public record
Is JMP Insurance Services LLC your business?
This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.
The loan
$975,000 — FY2022
- Gross approval
- $975,000
- SBA guaranteed
- $731,250 (75%)
- Status
- Current
- Rate at approval
- 4.68% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 3/28/2022
- First disbursement
- 4/4/2022
- Days to fund
- 7 days
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 5
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Insurance Agencies and Brokerages
- NAICS code
- 524210
- Franchise
- TWFG Insurance Services, Inc. - Branch Office Agreement
- Franchise code
- S2739
- Lender
- Live Oak Banking Company
- Address
- 851 N SAN MATEO DR
- City
- San Mateo, 94401
- County
- San Mateo
- SBA district office
- SAN FRANCISCO DISTRICT OFFICE
- Congressional district
- 14
The lender
Live Oak Banking Company
1 loan to this businessFull SBA lending record + branches on the lender page →Find SBA lenders for businesses like this
The banks most active funding insurance agencies and brokerages — by location, industry, and brand.
Other TWFG Insurance Services, Inc. - Branch Office Agreement locations
Other TWFG Insurance Services, Inc. - Branch Office Agreement businesses in the public SBA record — closest first, by location and deal size.
Delafuente Insurance Services 2, Inc.
El Paso, TX· ~985 mi
TWFG Insurance Services, Inc. - Branch Office Agreement
- $1.5M
- SBA financing
- ≈ $2.8M–$4.7M
- Est. revenue (rough)
Englishbee Insurance
The Woodlands, TX· ~1618 mi
TWFG Insurance Services, Inc. - Branch Office Agreement
- $720K
- SBA financing
- ≈ $1.4M–$2.4M
- Est. revenue (rough)
Kelly Lee, LLC
Lake Charles, LA· ~1738 mi
TWFG Insurance Services, Inc. - Branch Office Agreement
- $335K
- SBA financing
- ≈ $657K–$1.1M
- Est. revenue (rough)
DELAFUENTE RE INVESTMENTS, LLC
El Paso, TX· ~985 mi
TWFG Insurance Services, Inc. - Branch Office Agreement
- $286K
- SBA financing
- ≈ $560K–$934K
- Est. revenue (rough)
Arena Insurance Services
Beaumont, TX· ~1690 mi
TWFG Insurance Services, Inc. - Branch Office Agreement
- $295K
- SBA financing
- ≈ $578K–$964K
- Est. revenue (rough)
STOVER INSURANCE SERVICES LLC
Kingwood, TX· ~1634 mi
TWFG Insurance Services, Inc. - Branch Office Agreement
- $335K
- SBA financing
- ≈ $657K–$1.1M
- Est. revenue (rough)
Similar businesses
Comparable insurance agencies and brokerages in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
Rizwan Shaikh Insurance Solutions, LLC
Millbrae, CA· ~4 mi
Insurance Agencies and Brokerages
- $548K
- SBA financing
- ≈ $1.1M–$1.8M
- Est. revenue (rough)
Michael Skubic Insurance Agency, Inc.
Redwood City, CA· ~8 mi
Insurance Agencies and Brokerages
- $490K
- SBA financing
- ≈ $961K–$1.6M
- Est. revenue (rough)
DELU INSURANCE AGENCY, INC.
San Leandro, CA· ~13 mi
Insurance Agencies and Brokerages
- $592K
- SBA financing
- ≈ $1.2M–$1.9M
- Est. revenue (rough)
The Tappan Group Inc.
Santa Clara, CA· ~26 mi
Insurance Agencies and Brokerages
- $1.2M
- SBA financing
- ≈ $2.3M–$3.8M
- Est. revenue (rough)
Broad Spectrum Insurance Services, Inc.
San Francisco, CA· ~14 mi
Insurance Agencies and Brokerages
- $625K
- SBA financing
- ≈ $1.2M–$2.0M
- Est. revenue (rough)
Jsf Benefits Inc
San Francisco, CA· ~16 mi
Insurance Agencies and Brokerages
- $516K
- SBA financing
- ≈ $1.0M–$1.7M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for JMP Insurance Services LLC in San Mateo, CA (Insurance Agencies and Brokerages). CapBench compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.
- 1 SBA 7(a) loan totaling $975K
- On record FY2022
- 5 jobs supported
- Industry: Insurance Agencies and Brokerages
- Location: San Mateo, CA
- Lender: Live Oak Banking Company
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Insurance Agencies and Brokerages businesses in CA for ~$975k deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-18.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
- Methodology:
- Sources & methodology
- Informational only — CapBench does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
- Figures come from public records and CapBench methodology; verify before relying on them.
- Financing figures are historical loan records, not a current offer or a loan approval. CapBench is not a lender.
Is JMP Insurance Services LLC your business?
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CapBench listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with JMP Insurance Services LLC.