Jbj Investment Partners, LLC (Charleston)

Jbj Investment Partners, LLC is a large advisory firm based in Charleston. It manages $513.44 million of regulatory assets for 1,231 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Alabama, California, Connecticut, and 17 other states.

Jbj Investment Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jbj Investment Partners: assets under management

The assets under management (AUM) of Jbj Investment Partners, LLC is $513.44 million. The firm's AUM has grown by 321% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $463.77 million in discretionary accounts and $49.67 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $475.17 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $194.79 thousand.

Investments

The firm invests in investment and business development companies the most. They account for 60% of the total AUM. The second-largest asset type is exchange traded securities, which make up 35% of the firm’s portfolio. Investments in cash and cash equivalents form 5% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jbj Investment Partners, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Jbj Investment Partners serves?

The only and largest group of clients of Jbj Investment Partners is high net worth individuals with 240 clients and $513.44 million of assets under management. Among the 9 most similar advisory firms, Jbj Investment Partners has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $513.44 million for 240 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Jbj Investment Partners doesn't advise any private funds.

Careers at Jbj Investment Partners, LLC

The company employs 3 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Jbj Investment Partners, LLC is owned by Mathew Shane Emmert. James Brown Jackson joined the executive team most recently as the Managing Member/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Brown Jackson	Managing member/chief compliance officer	1 Aug 2012	50% - 75%	1815277
Mathew Shane Emmert	Owner	1 Sep 2014	50% - 75%	2738898

Based in Charleston

The principal office where Jbj Investment Partners, LLC performs its advisory services is located at 701 E. Bay Street, Charleston, SC 29403, 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 (843) 606-3917 or by fax (843) 606-3920. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday.