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 incorporated as a domestic corporation and has been SEC-registered since 1994. The firm is recorded as having individual or domestic-entity ownership and is classified in FINTRX as unclassified. It does not identify itself as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multi-state registered adviser. FINTRX does not provide details about its advisory activities, fee model, or client segments.
Assets & Accounts
Investments & Alternatives
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 2Tracy Vanhamme
CFOCRD 5378592
William Portwood
CFOCRD 4853700
Contacts
3 of 14Elaina Furr
Back Office AssistantCRD 5853133
Robert Pearson
RepresentativeCRD 5503596
Jeffrey Jones
PresidentCRD 4188324
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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