JBS LIBERTY SECURITIES, INC.
Firm details
- Headquarters
- KANNAPOLIS, North Carolina
- CRD number
- 36179
- Registered since
- May 18, 1994
Firm profile
FINTRXOverview
JBS Liberty Securities, Inc. is organized as a corporation and has been SEC-registered since 1994. Filings identify the owner type as a domestic entity and individual ownership, but the firm's public profile does not include a narrative description of its business activities or advisory services. Available disclosures mark the firm as unclassified and note several negative flags: it is not listed as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not flagged as a related adviser. The absence of published advisory activity or a client profile in the source material suggests the firm maintains a limited public footprint in FINTRX data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2TRACY VANHAMME
CFOCRD 5378592
WILLIAM PORTWOOD
CFOCRD 4853700
Contacts
3 of 14ELAINA FURR
Back Office AssistantCRD 5853133
ROBERT PEARSON
RepresentativeCRD 5503596
JEFFREY JONES
PresidentCRD 4188324
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
KANNAPOLIS, NC
CABARRUS
Location
KANNAPOLIS, NC
Headquartered in KANNAPOLIS, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- CABARRUS
- Address
- 708 McLain Rd
- Time zone
- ET (UTC-5)
- Office locations
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