JBS Liberty Securities, Inc.

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
16
Avg account
$0

Firm details

Headquarters
Kannapolis, North Carolina
CRD number
36179
Registered since
May 18, 1994

Firm profile

FINTRX

Overview

JBS Liberty Securities, Inc. is organized as a corporation and has been SEC-registered since 1994. Ownership is reported as a mix of a domestic entity and one or more individuals. The firm is listed as "Unclassified" in the available dataset and is not identified as a capital allocator. The record indicates the firm is not an active ESG investor, is not a multi-state adviser for regulatory purposes, is not newly formed, and is not described as a pension consultant or related adviser. Public disclosures in the provided dataset are limited: there are no itemized descriptions of the firm's client segments, fee schedules, investment mandates, or advisory activities. The snapshot focuses on registration and classification fields rather than investment strategy or service offering.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Tracy Vanhamme

    CFOCRD 5378592

  • William Portwood

    CFOCRD 4853700

Contacts

3 of 14
  • Elaina Furr

    Back Office AssistantCRD 5853133

  • Robert Pearson

    RepresentativeCRD 5503596

  • Jeffrey Jones

    Jeffrey Jones

    PresidentCRD 4188324

Unlock 11 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth