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. Public disclosures classify ownership as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is also not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser in the available dataset. The firm did not supply details about its advisory activities, core business lines, or client segments in the material provided, leaving its operating model and service mix unclear from these records.

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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