James Jebbia, financial advisor Sherman TX

James Jebbia

CRD Number: 4492550
Current Firm: Diligent Investors, LLC

James Jebbia (CRD# 4492550) is an Investment Advisor Representative working at Diligent Investors, LLC in Sherman, TX and has over 21 years of experience in the finance industry.

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Mml Investors Services, LLC
Company Name Location Dates Years
M.s. Howells & Company Scottsdale, AZ Feb 2019 - Current 5
Diligent Investors, LLC Banning, CA Feb 2019 - Current 5
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Feb 2019 4
Morgan Stanley Ontario, CA Jun 2009 - Feb 2019 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for James F. Jebbia
Phone Number: (909) 792-2894
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    617
    MILLIONS
  • Total Number of Accounts
    1,853
    ACCOUNTS
  • Average Account Value
    $333,004
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, GA, IA, ID, NV, OR, TX, UT, WA

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