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 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
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 2Tracy Vanhamme
CFOCRD 5378592
William Portwood
CFOCRD 4853700
Contacts
3 of 14Elaina Furr
Back Office AssistantCRD 5853133
Robert Pearson
RepresentativeCRD 5503596

Jeffrey Jones
PresidentCRD 4188324
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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