AdvisorOS Directory
Claim Profile
ME

Mathew Shane Emmert

JBJ INVESTMENT PARTNERS, LLC·CHARLESTON, South Carolina
Unclaimed Profile
701 E. BAY STREET, CHARLESTON, SC 29403CRD# 2738898Firm CRD# 165294
01

About

Mathew Shane Emmert is a registered financial advisor based in CHARLESTON, South Carolina, affiliated with JBJ INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
JBJ INVESTMENT PARTNERS, LLC
JBJ INVESTMENT PARTNERS, LLC
AUM
$646M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at JBJ INVESTMENT PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2738898
Firm CRD# 165294
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHARLESTON?

Browse all registered financial advisors in CHARLESTON, South Carolina or claim this profile if it's yours.

Browse CHARLESTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CHARLESTON
Jeffrey Charles Lightcap — HEALTHCARE VENTURE PARTNERS, LLCJames Brown Jackson — JBJ INVESTMENT PARTNERS, LLCDavid Thompson Kilborn — PERFORMA LIMITED (US), LLCKathy Marie Cavaco — PERFORMA LIMITED (US), LLCMiron Herbert Allen — FRONTLINE HEALTHCARE PARTNERS, LLC
Nearby cities in South Carolina
GREENVILLE (113)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)
City Guides
GREENVILLE GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile