JFB PLANNING SERVICES, INC.

JFB PLANNING SERVICES, INC. is an SEC-registered investment adviser (CRD 115298). Regulatory assets under management: $8.2M.

Registration

• CRD: 115298
• SEC file number: 801-61346
• Type: Registered investment adviser
• Phone: 678-393-9796
• Latest filing: 2006-11-16
• Regulatory AUM: $8.2M
• Discretionary AUM: $8.2M
• Clients: 1
• Accounts: 108

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 115298 on SEC IAPD (source of record)
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