Unclaimed Profile

James Edward Bashaw

JLB & ASSOCIATES INC·PLYMOUTH, Michigan

Series 65Clean record15 years registeredJLB & ASSOCIATES INC

44670 ANN ARBOR RD, STE 190, PLYMOUTH, MI 48170-4088CRD# 4907540Firm CRD# 104655

Profile Verification

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

Identity

James Edward Bashaw · PLYMOUTH, MI

Registration

CRD #4907540 · JLB & ASSOCIATES INC · 15 years registered

Brand Profile

Not yet started

Career History

JLB & ASSOCIATES INC

Nov 2010 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 12, 2010

Years registered · 15

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 Edward Bashaw offer?

James Edward Bashaw specializes in Investment Management, Fee-Only Advisory. Contact their office in PLYMOUTH, Michigan for a consultation.

What are James Edward Bashaw's credentials?

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

Where is James Edward Bashaw located?

James Edward 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 Edward Bashaw charge for services?

James Edward 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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