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. Publicly available records on the firm are sparse: the firm lists ownership as a combination of a domestic entity and an individual and is categorized as "Unclassified" in the snapshot data. The firm has not provided detail about its core business lines, advisory activities, client segments, or fee arrangements. Several explicit flags in the profile describe what the firm does not do: it is not identified as a capital allocator, does not list active ESG investing as part of its approach, is not designated as a multi-state adviser in the snapshot, is not newly formed, and is not presented as a pension consultant or related adviser. Beyond those negative designations, there is no substantive public description of its investment strategy, product mix, or target client types. Attempts to assess investment philosophy or operational priorities are constrained by the lack of disclosed information. The firm did not supply activities or affiliations, and there are no details on assets under management, client counts, or typical account sizes in the material provided.
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 2William Portwood
CFOCRD 4853700
Tracy Vanhamme
CFOCRD 5378592
Contacts
3 of 14
Rashid Akhtar
Client ServicesCRD 5990354

Jeffrey Jones
PresidentCRD 4188324
Amy Holliday
Registered RepresentativeCRD 2637832
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 Mc Lain Rd
- Time zone
- ET (UTC-5)
- Office locations
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