What departments does JBJ Invest have?

JBJ Invest has employees across 1 departments including Finance.

What is the largest department at JBJ Invest?

The largest department at JBJ Invest is Finance with 2 employees.

Where are JBJ Invest employees located globally?

JBJ Invest has employees across 1 continents and 1 countries including United States Of America.

How has JBJ Invest's team size changed over time?

JBJ Invest's team has remained stable from approximately 1 to 1 employees based on available data.

Learn more at LeadIQ.com

JBJ Invest Employee Directory

Financial ServicesSouth Carolina, United States2-10 Employees

JBJ Invest is an independent financial planning firm and registered investment advisor based in Charleston, South Carolina. It offers portfolio management and comprehensive financial planning to individuals and business owners, with a focus on dentists, physicians, and small-to-medium enterprises whose busy schedules leave limited time for investing and retirement planning. While rooted in Charleston, the firm serves clients across more than 40 states, pursuing long-term relationships through high-quality service, market insight, and tailored guidance. 

In February 2022, JBJ Invest was acquired by Creative Planning Advisor Services, LLC, signaling a change in ownership and affiliation within Creative Planning’s organization. This development places JBJ Invest within a broader national platform while continuing to provide advisory services to its existing client base.

JBJ Invest Global Highlights

North America
2

United States Of America
2

JBJ Invest's Leadership

C. H.
Investment Advisor
Mobile Phone
Email
C. M.
Financial Planner
Mobile Phone
Email

JBJ Invest Employee Metrics

100%

50%

2026

2025

Accounting
Administrative
Analytics
Arts & Design
Banking
Other

Contact profiles from JBJ Invest

Name

Title

Contact Info

Location

Last Update

C. H.
Investment Advisor
Mobile Phone
Email
Oct 22, 2024
C. M.
Financial Planner
Mobile Phone
Email
United StatesSouth Carolina
Oct 23, 2024

Frequently Asked Questions

What is JBJ Invest known for?

JBJ Invest was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 701 East Bay Street Suite 305 Charleston, South Carolina 29403 United States. Explore JBJ Invest's company overview page for more information.

What is JBJ Invest's most common email format?

JBJ Invest employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more JBJ Invest email formats with LeadIQ.

How many employees does JBJ Invest have currently?

JBJ Invest has approximately 2 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are JBJ Invest's key employees and leadership?

As of June 2026, JBJ Invest's key employees include:

Investment Advisor: C. H.
Financial Planner: C. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

JBJ Invest Employee Directory

Find JBJ Invest employees' phone numbers or email addresses

Name search is limited — try advanced search instead