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. Ownership is reported as a mix of a domestic entity and one or more individuals. The firm is listed as "Unclassified" in the available dataset and is not identified as a capital allocator. The record indicates the firm is not an active ESG investor, is not a multi-state adviser for regulatory purposes, is not newly formed, and is not described as a pension consultant or related adviser. Public disclosures in the provided dataset are limited: there are no itemized descriptions of the firm's client segments, fee schedules, investment mandates, or advisory activities. The snapshot focuses on registration and classification fields rather than investment strategy or service offering.
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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