Jbj Investment Partners, LLC
Jbj Investment Partners, LLC (CRD# 165294) is a financial advisory firm headquartered in Charleston, SC. They manage $432,776,406 in 1,187 accounts and serve the financial needs of clients across 20 states (or territories).
Total Assets Under Management433MILLION
Total Number of Accounts1,187ACCOUNTS
Average Account Value$364,597
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, CA, CT, FL, IL, LA, MA, MD, MI, MN, NC, NH, NY, PA, SC, SD, TX, VA, WA, WI
James Jackson (CRD# 1815277) is an Investment Advisor Representative working at Jbj Investment Partners, LLC in Charleston, SC and has over 26 years of experience in the finance industry. James Jackson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Daniel Callahan (CRD# 6111894) is an Investment Advisor Representative working at Jbj Investment Partners, LLC in Charleston, SC and has over 5 years of experience in the finance industry.