JBJ Invest
Have updates for this profile? Please contribute data
= Subscriber Access Only
You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.
With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.
JBJ Invest - overview
Established
2012
Location
Charleston, SC, US
Primary Industry
Financial Services
About
Founded in 2012 and based in South Carolina, US, JBJ Invest is a financial planning and portfolio management firm that serves individuals, families, trusts, and institutions, primarily in the healthcare industry. In February 2022, Creative Planning, LLC acquired JBJ Invest. Jim Jackson is the founder of the company. The company offers financial planning and portfolio management services to individuals, families, trusts, and institutions.
The firm also specializes in top-tier investment advisory services, as well as business, life-management, and retirement plan consulting.
Current Investors
Creative Planning, LLC
Primary Industry
Financial Services
Sub Industries
Consulting Services, Financial Services
Website
www.jbjinvest.com
Company Stage
Add-on
Total Amount Raised
Subscriber access only
JBJ Invest - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | JBJ Invest | - |
Displaying 1 - 1 of 1
Time to go Pro
Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.