Jfb Planning Services, Inc. is an adviser based in Alpharetta. It manages $2.82 thousand of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2002.
Jfb Planning Services provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Jfb Planning Services, Inc. is $2.82 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Jfb Planning Services, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Franklin Bottoms has been acting as President since 1 Jan 1989. Patricia Barrett Woodham joined the executive team most recently as the Chief Compliance Officer.
The principal office where Jfb Planning Services, Inc. performs its advisory services is located at 14012 Gardner Drive, Alpharetta, GA 30004, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 678-393-9796 or by fax 678-393-9917. The normal business hours are 9am-4pm on Monday - Friday. You can find more information about the New York firm at jfbplanning.com.