Unclaimed Profile

James Levern Bashaw

JLB & ASSOCIATES INC·PLYMOUTH, Michigan

Clean record31 years registeredJLB & ASSOCIATES INC

44670 ANN ARBOR RD, STE 190, PLYMOUTH, MI 48170-4088CRD# 2706078Firm CRD# 104655

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Levern Bashaw · PLYMOUTH, MI

Registration

CRD #2706078 · JLB & ASSOCIATES INC · 31 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JLB & ASSOCIATES INC

JLB & ASSOCIATES INC

Mar 1995 – Feb 2018

PLYMOUTH, MI

Registrations & Exams

Registration record

First registered · March 2, 1995

Years registered · 31

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JLB & ASSOCIATES INC

CRD 104655 · SEC 801-19434

AUM

$823M

Regulatory assets under management

Employees

305 client accounts

Services offered by JLB & ASSOCIATES INC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at JLB & ASSOCIATES INC →

Introduction

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Frequently Asked Questions

What services does James Levern Bashaw offer?

James Levern Bashaw specializes in Investment Management, Fee-Only Advisory.

What are James Levern Bashaw's credentials?

James Levern Bashaw is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Levern Bashaw located?

James Levern Bashaw is based in PLYMOUTH, Michigan, last registered with JLB & ASSOCIATES INC.

How does James Levern Bashaw charge for services?

James Levern Bashaw's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JLB & ASSOCIATES INC?

JLB & ASSOCIATES INC has approximately 5 employees and manages $823M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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