Dakota
Dakota
Book a Demo
Talk to an Expert

Creative Planning Charlotte

EST. AUM
$513,439,471

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area Charleston, SC
CRD Number
Website creativeplanning.com
Client types

Overview

Acquired by Creative Planning. JBJ Invest is an independent financial planning and Registered Investment Advisory (RIA) firm based in Charleston, South Carolina. The firm is focused on providing clients with portfolio management and comprehensive financial planning solutions. JBJ Invest accepts clients from all walks of life, but specializes 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 based in Charleston, South Carolina, the firm provides professional services to clients in over 40 different states. No matter the distance, JBJ Invest is committed to building long-term relationships with its clients through its high service standard, industry insight, and expertise.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy