Jfb Planning Services, Inc. (Alpharetta)

Name: Jfb Planning Services, Inc.
Address: 14012 Gardner Drive, Alpharetta, GA, 30004
Telephone: 678-393-9796

Jfb Planning Services, Inc. is an adviser based in Alpharetta. It manages $2.82 thousand of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2002.

Jfb Planning Services provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jfb Planning Services: assets under management

The assets under management (AUM) of Jfb Planning Services, Inc. is $2.82 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.82 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.41 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jfb Planning Services, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Jfb Planning Services, Inc.

James Franklin Bottoms has been acting as President since 1 Jan 1989. Patricia Barrett Woodham joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Franklin Bottoms	President	1 Jan 1989	75% - 100%	1631427
Patricia Barrett Woodham	Chief compliance officer	1 Oct 2004	Other	2520369

Based in Alpharetta

The principal office where Jfb Planning Services, Inc. performs its advisory services is located at 14012 Gardner Drive, Alpharetta, GA 30004, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 678-393-9796 or by fax 678-393-9917. The normal business hours are 9am-4pm on Monday - Friday. You can find more information about the New York firm at jfbplanning.com.