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. 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

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

    PresidentCRD 4188324

Unlock 11 more contacts

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 McLain Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth