JFB PLANNING SERVICES, INC.
CRD #115298 SEC #801-61346 ALPHARETTA, GA 678-393-9796
SEC Registered
Total AUM
$59.6M
Discretionary
$59.6M
Employees
10
Clients
--
Accounts
389
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2006 | $8.2M | $8.2M | $0 | 5 | -- |
| Jan 2006 | $8.2M | $8.2M | $0 | 5 | -- |
| Oct 2005 | $59.6M | $59.6M | $0 | 10 | -- |
| Jan 2004 | $68.9M | $68.9M | $0 | 5 | -- |
DateNov 2006
Total AUM$8.2M
Discretionary$8.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$8.2M
Discretionary$8.2M
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$59.6M
Discretionary$59.6M
Non-Disc.$0
Employees10
Clients--
DateJan 2004
Total AUM$68.9M
Discretionary$68.9M
Non-Disc.$0
Employees5
Clients--