Unclaimed Profile

James Levern Bashaw

JLB & ASSOCIATES INC·PLYMOUTH, Michigan

Clean recordJLB & 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

JLB & ASSOCIATES INC

AUM

$823M

Regulatory assets under management

Employees

Total firm employees

View all advisors at JLB & ASSOCIATES INC →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2706078

Firm CRD# 104655

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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