JBJ INVESTMENT PARTNERS, LLC

HTTP://WWW.JBJINVEST.COM CHARLESTON, SC Investment Advisor How do I update this listing?

JBJ Investment Partners is based out of Charleston. JBJ Investment Partners is a large advisory firm with 265 clients and discretionary assets under management (AUM) of $540,068,745 (Form ADV from 2020-04-15). Their last reported 13F filing for Q1 2020 included $278,754,000 in managed 13F securities and a top 10 holdings concentration of 82.15%. JBJ Investment Partners's largest holding is Schwab US Dividend Equity ETF with shares held of 1,410,634. Whalewisdom has at least 5 13F filings

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03/31/2020

13F Sector Allocation Over Time

03/31/2020

13F Activity

  • Market Value $278.754 Million
  • Prior Market Value $325.946 Million
  • New Purchases11 stocks
  • Additional Purchases15 stocks
  • Sold out of20 stocks
  • Reduced holdings in19 stocks
  • Top 10 Holdings % 82.15 %
  • Turnover % [1]:68.89%
  • Turnover Alt % [2]: 28.62 %
  • Time Held Top20:1.90 quarters
  • Time Held Top10:2.50 quarters
  • Time Held All:2.76 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: -11.23%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

JBJ INVESTMENT PARTNERS, LLC
701 E. BAY STREET SUITE 305
CHARLESTON SC    29403
Country: United States

Business Phone: (843) 606-3917
Fax: (843) 606-3920
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: SC
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 265
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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JBJ INVESTMENT PARTNERS, LLC

ownership team - last updated 2020-03-27
Name Title Start Date Direct/Indirect % Ownership

JBJ INVESTMENT PARTNERS, LLC

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
EMMERT, MATHEW, SHANE OWNER/CHIEF COMPLIANCE OFFICER 09/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
GAMBIT SECURITIES, INC. CEO/CHIEF COMPLIANCE OFFICER direct 2009-04-01
JBJ INVESTMENT PARTNERS, LLC OWNER direct 2014-09-01
JBJ INVESTMENT PARTNERS, LLC OWNER/CHIEF COMPLIANCE OFFICER direct 2014-09-01

JBJ INVESTMENT PARTNERS, LLC

ownership team - last updated 2017-03-08
Name Title Start Date Direct/Indirect % Ownership
JACKSON, JAMES, BROWN MANAGING MEMBER 08/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
THE JACKSON FINANCIAL COMPANY, INCORPORATED OWNER direct 1982-12-01
JBJ INVESTMENT PARTNERS, LLC MANAGING MEMBER direct 2012-08-01
JBJ INVESTMENT PARTNERS, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2012-08-01 2015-04-14
EMMERT, MATHEW, SHANE OWNER/CHIEF COMPLIANCE OFFICER 09/01/2014 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
GAMBIT SECURITIES, INC. CEO/CHIEF COMPLIANCE OFFICER direct 2009-04-01
JBJ INVESTMENT PARTNERS, LLC OWNER direct 2014-09-01
JBJ INVESTMENT PARTNERS, LLC OWNER/CHIEF COMPLIANCE OFFICER direct 2014-09-01

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