James Jebbia
James Jebbia is a registered investment advisor at Diligent Investors, LLC, based in Pottsboro, TX, with 24 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 884 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Diligent Investors offers comprehensive portfolio management services through wrap accounts. Fees for investment management are detailed in a separate Wrap Fee Program Brochure.
Location
Pottsboro, TX
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Regulatory History (1)
Customer Dispute
March 2006Other Business ActivitiesSells Insurance
James is a registered investment advisor with Diligent Investors LLC, dedicating about half his time to providing investment advice. He also works as an insurance agent with M. S. Insentra LLC and advises clients on fixed annuities with RBJ Financial Group, LLC, dedicating minimal time and a few hours per week, respectively.
Employment History
Current Registrations
Diligent Investors, LLC
Previous Registrations
M. S. Howells & CO.Broker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.