Jbj Investment Partners, LLC

Jbj Investment Partners, LLC (CRD# 165294) is a financial advisory firm headquartered in Charleston, SC. They manage $324,322,191 in 774 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    324
    MILLION
  • Total Number of Accounts
    774
    ACCOUNTS
  • Average Account Value
    $419,021
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, CT, FL, IL, LA, MA, MD, MI, MN, NC, NH, NY, PA, SC, SD, TX, VA, WA, WI

Financial Advisors at Jbj Investment Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
James B. Jackson
CRD#: 1815277
701 E. Bay Street, Suite 305, Charleston, SC 29403
96
Wealthminder
score

James Jackson (CRD# 1815277) is an Investment Advisor Representative working at Jbj Investment Partners, LLC in Charleston, SC and has over 24 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.

2
Daniel P. Callahan
CRD#: 6111894
701 E. Bay Street, Suite 305, Charleston, SC 29403
90
Wealthminder
score

Daniel Callahan (CRD# 6111894) is an Investment Advisor Representative working at Jbj Investment Partners, LLC in Charleston, SC and has over 4 years of experience in the finance industry.

3
Mary C. Hinkle
CRD#: 6182594
701 E. Bay Street, Suite 305, Charleston, SC 29403
89
Wealthminder
score

Mary Hinkle (CRD# 6182594) is an Investment Advisor Representative working at Jbj Investment Partners, LLC in Charleston, SC and has over 3 years of experience in the finance industry.

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