JBJ Invest Employee Directory

Q: What is JBJ Invest known for?

JBJ Invest was founded in 2012. JBJ Invest operates in the Financial Services industry.

Q: How many employees does JBJ Invest have currently?

JBJ Invest has approximately 2 employees.

Financial ServicesSouth Carolina, United States2-10 Employees

JBJ Invest is an independent financial planning and Registered Investment Advisory (RIA) firm based in Charleston, South Carolina. 

At JBJ Invest, we are focused on providing clients with portfolio management and comprehensive financial planning solutions. We accept clients from all walks of life, but we specialize in working with dentists, physicians and small to medium business owners who are often too busy running a business to grapple with the complexities of investing and retirement planning for both themselves and their employees.

While we are based in Charleston, South Carolina, we provide professional services to clients in over 40 different states. No matter the distance, we are committed to building long-term relationships with our clients through our high service standard, industry insight and expertise.

Find JBJ Invest employees' phone numbers or email addresses

JBJ Invest Global Highlights

North America
4

United States Of America
4

JBJ Invest's Leadership

B. R.
Office Manager
Mobile Phone
Email
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

B. R.
Office Manager
Mobile Phone
Email
United StatesSouth Carolina
Nov 25, 2025
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 February 2026. These team members are located across 1 continents, including North America.

Who are JBJ Invest's key employees and leadership?

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

Office Manager: B. R.
Investment Advisor: C. H.
Financial Planner: C. M.

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