WHO WE ARE


JBJ Invest is an independent financial planning and Registered Investment Advisory (RIA) firm based in Charleston, South Carolina. 

 

At JBJ Invest, we are focused on providing clients with comprehensive financial planning and portfolio management solutions. We accept clients from all walks of life, but we specialize in working with dentists, physicians, and small business owners who are often too busy running their business to grapple with the complexities of investing & retirement planning for both themselves, and their employees.

While we are based in Charleston, South Carolina, we provide professional services to clients in over 40 different states. No matter the distance, we are committed to building long-term relationships with our clients through our high service standard, industry incite, and expertise. Our clients feel confident in their financial future, knowing that they have a reliable team at JBJ Invest to help them prepare for the most complex and unexpected financial situations.


As a dentist myself, I know your priorities are your patients and clients, your business, and your life. Dealing with investing and retirement planning easily becomes a ‘do it tomorrow’ thing. That’s why we only ask for a small investment of your time to help you make a successful investment of your money.
— Founder James B. Jackson, DDS, CFP

our mission

At JBJ Invest, we are dedicated to helping you understand, articulate, and achieve your short-term and long-term financial goals.  


our values

Our core values are the driving force in all of our decisions.

ACCURACY

CONSISTENCY

PROGRESS

Get it right.

Every time.

Then do it better.