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James Levern Bashaw

JLB & ASSOCIATES INC·PLYMOUTH, Michigan
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44670 ANN ARBOR RD, STE 190, PLYMOUTH, MI 48170-4088CRD# 2706078Firm CRD# 104655
01

About

James Levern Bashaw is a registered financial advisor based in PLYMOUTH, Michigan, affiliated with JLB & ASSOCIATES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
JLB & ASSOCIATES INC
JLB & ASSOCIATES INC
AUM
$823M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at JLB & ASSOCIATES INC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2706078
Firm CRD# 104655
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Levern Bashaw offer?
James Levern Bashaw specializes in Investment Management, Fee-Only Advisory. Contact their office in PLYMOUTH, Michigan for a consultation.
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, working with JLB & ASSOCIATES INC. Their office serves clients in the PLYMOUTH metropolitan area and surrounding communities.
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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Other advisors in PLYMOUTH
Dorothy Elva Bashaw — JLB & ASSOCIATES INCChristopher Ralph Szydlowski — JLB & ASSOCIATES INCNeha K Patel — IPEX, INC.George Peter Schwartz — SCHWARTZ INVESTMENT COUNSEL INCJames Edward Bashaw — JLB & ASSOCIATES INC
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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