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Banking & Finance

JBJ Invest acquired in deal with Creative Planning

Banking & Finance
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JBJ Invest, an independent financial planning firm in Charleston, has been acquired by Creative Planning LLC.

JBJ Invest, founded by pediatric dentist and certified financial planner Dr. Jim Jackson in 2012, specializes in financial planning and small business consulting within the health care industry. JBJ manages more than $735 million in assets and offers investment advice, as well as consulting services for life management and retirement plans.

“JBJ’s core values of integrity, accuracy, consistency and service so clearly aligned with our values that bringing them into the Creative Planning fold was an easy decision,” Planning CEO Peter Mallouk said in a statement. “JBJ’s presence in South Carolina and 40 other states will help Creative Planning expand its reach in those markets and continue to build strong relationships that exceed client expectations.”

“Our primary goal has always been to help our clients understand, articulate and achieve their financial objectives,” said Mathew Emmert, owner and chief investment officer of JBJ Invest. “Due to the quality of its culture and its holistic service offering, Creative Planning was the perfect partner to help us fulfill that mission.”

Creative Planning is one of the nation’s largest registered investment advisers with headquarters in Overland Park, Kan. It is an independent, global wealth management firm that manages more than $100 billion in assets.

Reach Steve McDaniel at 843-849-3123.

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