JABEZ FINANCIAL, LLC

Overview

Jabez Financial, LLC is an independent registered investment adviser operating as an insurance broker and financial planning firm that focuses on individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers when specialized expertise is needed. Its fee mix includes percentage-of-AUM, hourly and fixed-fee arrangements. Investment activity is equity‑heavy: the advisory lineup favors exchange‑traded equities and ETFs as the primary vehicle for client portfolios, with additional use of mutual funds and insurance products. The firm is not positioned as an active ESG investor and reports capital‑allocator capabilities, meaning it can allocate client capital to outside managers when appropriate.

Assets & Accounts

Public Holdings

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Location & Offices