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

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Overview

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

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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
  • William Portwood

    CFOCRD 4853700

  • Tracy Vanhamme

    CFOCRD 5378592

Contacts

3 of 14
  • Rashid Akhtar

    Rashid Akhtar

    Client ServicesCRD 5990354

  • Jeffrey Jones

    Jeffrey Jones

    PresidentCRD 4188324

  • Amy Holliday

    Registered RepresentativeCRD 2637832

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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