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CRD#: 36179
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

JBS LIBERTY SECURITIES, INC. is located at 708 Mclain Road, Kannapolis, NC 28083 and was first established at Atlanta, North Carolina in 01/27/1994. After operating for 32 years, JBS LIBERTY SECURITIES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of JBS LIBERTY SECURITIES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. JBS LIBERTY SECURITIES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at JBS LIBERTY SECURITIES, INC. are registered to handle securities or provide financial advice. The firm has 2 disclosures, 2 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access JBS LIBERTY SECURITIES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at JBS LIBERTY SECURITIES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for JBS LIBERTY SECURITIES, INC. Comes From

Understanding the Statistics for JBS LIBERTY SECURITIES, INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
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Client Ratios
No Information
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Clients
Total
No Information
Individuals
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HNWI
No Information
Firm Disclosures
Regulatory Event
2

FIRM INFORMATION

Main Address
708 Mclain Road, Kannapolis, NC 28083
Mailing Address
708 Mclain Road, Kannapolis, NC 28083
Firm Size
Small
Phone Number
(704) 295-6692
Established
North Carolina since 01/27/1994
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
THE SYNERGY HOLDING GROUP, INCOWNER
JONES, JEFFREY DEANPRESIDENT4188324
PORTWOOD, WILLIAM BOYCECHIEF COMPLIANCE OFFICER4853700
VANHAMME, TRACY MFINANCIAL & OPERATIONS PRINCIPAL/CFO5378592

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Advisor's working at JBS LIBERTY SECURITIES, INC.

WP

William Boyce Portwood

Bill Portwood
RR
CRD#: 4853700
Location:
Kannapolis, NC 28083
Company:
JBS LIBERTY SECURITIES, INC.
Disclosures:
Experience:
21 years
AH

Amy Melissa Holliday

Amy Melissa Whitmire, Amy Melissa Whitmirr
RR
CRD#: 2637832
Location:
Greenville, SC 29601
Company:
JBS LIBERTY SECURITIES, INC.
Disclosures:
Experience:
25 years
JP

Junius Kelly Peterson

Kelly Peterson
RR
CRD#: 4372474
Location:
Greenville, SC 29601
Company:
JBS LIBERTY SECURITIES, INC.
Disclosures:
Experience:
25 years
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