Advisor at Diligent Investors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Diligent Investors, LLC
Location
Pottsboro, TX
Credentials
Series 66
Industry experience
24 years
James Jebbia is a Series 66-licensed financial advisor with 24 years of industry experience. He has worked at Morgan Stanley from 2009 to 2019, including Morgan Stanley Private Bank, and has been with Diligent Investors, LLC since 2019. Diligent Investors, LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm employs fundamental analysis and proprietary asset-allocation models to create tailored portfolios, managing discretionary accounts and wrap fee programs while maintaining liquidity through partial cash balances.
Based on Diligent Investors, LLC
Based on Diligent Investors, LLC
Flat fees up to $5,000 for Financial Planning & Consulting services
Up to $250 per hour for Financial Planning & Consulting services
Fee-only: Hourly fee up to $250/hour; Flat fees up to $5,000 for Financial Planning & Consulting
Pottsboro, TX
California · Texas
Diligent Investors, LLC
2019 - Present (7 years)
M.S. Howells & Co.
2019 - 2024 (5 years)
Morgan Stanley Private Bank, National Association
2015 - 2019 (4 years)
Morgan Stanley
2009 - 2019 (10 years)
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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