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 is registered with the SEC dating back to 1994. Publicly available descriptors classify the firm as "unclassified" and identify its ownership as a combination of a domestic entity and an individual. The firm does not present itself as a capital allocator, is not flagged as an active ESG investor, and is not identified as a multi-state adviser, newly formed adviser, pension consultant, or related adviser in the available records. The firm has provided minimal public detail about its advisory activities, client base, fee structure, or specific business lines. That limited disclosure makes it difficult to assess its client focus or investment approach from the data provided.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • William Portwood

    CFOCRD 4853700

  • Tracy Vanhamme

    CFOCRD 5378592

Contacts

3 of 14
  • Rashid Akhtar

    Rashid Akhtar

    Client ServicesCRD 5990354

  • Jeffrey Jones

    Jeffrey Jones

    PresidentCRD 4188324

  • Amy Holliday

    Registered RepresentativeCRD 2637832

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Wealth teams

FINTRX

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