JBS Liberty Securities, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
16
Avg account
$0

Firm details

Headquarters
Kannapolis, North Carolina
CRD number
36179
Registered since
May 18, 1994

Firm profile

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Overview

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

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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
  • William Portwood

    CFOCRD 4853700

  • Tracy Vanhamme

    CFOCRD 5378592

Contacts

3 of 14
  • Rashid Akhtar

    Rashid Akhtar

    Client ServicesCRD 5990354

  • Jeffrey Jones

    Jeffrey Jones

    PresidentCRD 4188324

  • Amy Holliday

    Registered RepresentativeCRD 2637832

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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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth