Acquisition Tie JBJ Invest was acquired by Creative Planning Advisor Services, LLC in February 2022, signaling a potential opportunity to engage with the combined entity for enterprise-scale wealth management capabilities and redeploy client acquisition strategies.

AUM Growth JBJ manages over 735 million in assets and targets professionals such as dentists, physicians, and SMB owners, indicating a need for scalable investment solutions, advisory services, and succession planning that could be offered to similar client profiles.

Statewide Reach Although based in Charleston, JBJ serves clients across more than 40 states, suggesting demand for distributed advisory services, onboarding automation, and compliance-friendly digital engagement to widen market reach.

Tech Stack Current technology includes Squarespace, Webpack, Modernizr, and Adobe Fonts, which presents an opportunity to propose modernization, cybersecurity enhancements, client portal integrations, and marketing automation to improve client experience.

Revenue Signals With annual revenue in the range of 1–10 million and a recent acquisition, there may be budget room for strategic partnerships, co-marketing, or white-label wealth management solutions aimed at independent RIAs and mid-market advisory firms.