Unclaimed Profile

Mathew Shane Emmert

JBJ INVESTMENT PARTNERS, LLC·CHARLESTON, South Carolina

Series 52, Series 65Clean record16 years registeredJBJ INVESTMENT PARTNERS, LLC

701 E. BAY STREET, CHARLESTON, SC 29403CRD# 2738898Firm CRD# 165294

Profile Verification

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

Identity

Mathew Shane Emmert · CHARLESTON, SC

Registration

CRD #2738898 · JBJ INVESTMENT PARTNERS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

CREATIVE PLANNING

Jan 2022 – present

JBJ INVESTMENT PARTNERS, LLC

Aug 2015 – Mar 2022

CHARLESTON, SC

GAMBIT SECURITIES, INC.

Oct 2009 – Sep 2020

CHARLESTON, SC

Registrations & Exams

FINRA examinations passed

Series 52

Series 65

Registration record

First registered · October 1, 2009

Years registered · 16

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 Mathew Shane Emmert offer?

Mathew Shane Emmert specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLESTON, South Carolina for a consultation.

What are Mathew Shane Emmert's credentials?

Mathew Shane Emmert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mathew Shane Emmert located?

Mathew Shane Emmert is based in CHARLESTON, South Carolina, working with JBJ INVESTMENT PARTNERS, LLC. Their office serves clients in the CHARLESTON metropolitan area and surrounding communities.

How does Mathew Shane Emmert charge for services?

Mathew Shane Emmert'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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