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
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 7, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOTTOMS, JAMES, FRANKLIN | I | PRESIDENT | E | Control |
| BOTTOMS, JAMES, FRANKLIN | I | PRESIDENT | E | Control |
| BOTTOMS, JAMES, FRANKLIN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| BOTTOMS, JAMES, FRANKLIN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| BOTTOMS, JAMES, FRANKLIN | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Oct 7, 2005 REGISTERED
Notice Filings (3)
FL GA NC
Address
2702 ABBEY COURTALPHARETTA, GA 30004
USA
Phone: 678-393-9796