Unclaimed Profile

James Edward Bashaw

JLB & ASSOCIATES INC·PLYMOUTH, Michigan

Clean recordJLB & 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Edward 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

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

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# 4907540

Firm CRD# 104655

View on FINRA BrokerCheck →

Looking for a financial advisor in PLYMOUTH?

Browse all registered financial advisors in PLYMOUTH, Michigan or claim this profile if it's yours.

Browse PLYMOUTH Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →