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 a corporation that registered with the SEC in 1994. Public filings classify the firm as “Unclassified” and list ownership as a combination of a domestic entity and an individual. The snapshot data indicates the firm is not a capital allocator and is not identified as an active ESG investor. It is also not labeled a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Available records do not disclose the firm’s advisory activities, client segments, fee arrangements or the specific business functions it performs. The firm also declined to provide information about its activities and affiliations in the dataset.
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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