JBS Liberty Securities, Inc.

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
16
Avg account
$0

Firm details

Headquarters
Kannapolis, North Carolina
CRD number
36179
Registered since
May 18, 1994

Firm profile

FINTRX

Overview

JBS Liberty Securities, Inc. is organized as a corporation and has been SEC-registered since 1994. The firm is listed under an unclassified regulatory category in the source data, and ownership is described as a combination of a domestic entity and an individual. The dataset does not document a defined advisory positioning, client segmentation, or routine business activities. Available attributes flagged in the record indicate the firm is not identified as a capital allocator and is not marked as an active ESG investor. It is also not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The absence of additional descriptive items in the source suggests limited public disclosure about the firm’s investment strategy or client-facing services.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Tracy Vanhamme

    CFOCRD 5378592

  • William Portwood

    CFOCRD 4853700

Contacts

3 of 14
  • Elaina Furr

    Back Office AssistantCRD 5853133

  • Robert Pearson

    RepresentativeCRD 5503596

  • Jeffrey Jones

    Jeffrey Jones

    PresidentCRD 4188324

Unlock 11 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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 Mc Lain Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth