Unclaimed Profile

James Brown Jackson

JBJ INVESTMENT PARTNERS, LLC·CHARLESTON, South Carolina

Series 2, Series 7, Series 63, Series 65Clean record21 years registeredJBJ INVESTMENT PARTNERS, LLC

701 E. BAY STREET, CHARLESTON, SC 29403CRD# 1815277Firm CRD# 165294

Profile Verification

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

Identity

James Brown Jackson · CHARLESTON, SC

Registration

CRD #1815277 · JBJ INVESTMENT PARTNERS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JBJ INVESTMENT PARTNERS, LLC

JBJ INVESTMENT PARTNERS, LLC

Dec 2012 – Aug 2017

CHARLESTON, SC

JACKSON FINANCIAL SERVICES, LLC

Jan 2005 – Aug 2012

MOUNT PLEASANT, SC

Registrations & Exams

FINRA examinations passed

Series 2

Series 7

Series 63

Series 65

Registration record

First registered · January 14, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JBJ INVESTMENT PARTNERS, LLC

CRD 165294 · SEC 801-78137

AUM

$646M

Regulatory assets under management

Employees

1,246 client accounts

Services offered by JBJ INVESTMENT PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at JBJ INVESTMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does James Brown Jackson offer?

James Brown Jackson specializes in Financial Planning, Investment Management, Wealth Management.

What are James Brown Jackson's credentials?

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

Where is James Brown Jackson located?

James Brown Jackson is based in CHARLESTON, South Carolina, last registered with JBJ INVESTMENT PARTNERS, LLC.

How does James Brown Jackson charge for services?

James Brown Jackson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JBJ INVESTMENT PARTNERS, LLC?

JBJ INVESTMENT PARTNERS, LLC has approximately 4 employees and manages $646M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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