JBS Liberty Securities, Inc.
Firm details
- Headquarters
- Kannapolis, North Carolina
- CRD number
- 36179
- Registered since
- May 18, 1994
Firm profile
FINTRXOverview
JBS Liberty Securities, Inc. is organized as a corporation and is registered with the SEC dating back to 1994. Publicly available descriptors classify the firm as "unclassified" and identify its ownership as a combination of a domestic entity and an individual. The firm does not present itself as a capital allocator, is not flagged as an active ESG investor, and is not identified as a multi-state adviser, newly formed adviser, pension consultant, or related adviser in the available records. The firm has provided minimal public detail about its advisory activities, client base, fee structure, or specific business lines. That limited disclosure makes it difficult to assess its client focus or investment approach from the data provided.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2William Portwood
CFOCRD 4853700
Tracy Vanhamme
CFOCRD 5378592
Contacts
3 of 14
Rashid Akhtar
Client ServicesCRD 5990354

Jeffrey Jones
PresidentCRD 4188324
Amy Holliday
Registered RepresentativeCRD 2637832
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Kannapolis, NC
Cabarrus
Location
Kannapolis, NC
Headquartered in Kannapolis, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Cabarrus
- Address
- 708 Mc Lain Rd
- Time zone
- ET (UTC-5)
- Office locations
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