Be advised. This firm is no longer registered.

Jbj Investment Partners, LLC

Jbj Investment Partners, LLC (CRD# 165294) is a financial advisory firm headquartered in Charleston, SC. They manage $646,173,967 in 1,246 accounts and serve the financial needs of clients across 21 states (or territories).

Current Firm Details
701 E. Bay Street, Suite 305, Charleston, SC 29403
https://www.linkedin.com/company/jbj-investment-partners-llc
By the Numbers
  • Total Assets Under Management
    646
    MILLION
  • Total Number of Accounts
    1,246
    ACCOUNTS
  • Average Account Value
    $518,599
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
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, OH, PA, SC, SD, TX, VA, WA, WI

Financial Advisors at Jbj Investment Partners, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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