Lee Linch

Associate Financial Planner at JBJ Invest - Charleston, SC, US

Lee Linch's Colleagues at JBJ Invest
Kate Lacey

Trading and Portfolio Operations Specialist

Contact Kate Lacey

Mathew Emmert

President & Chief Investment Officer of JBJ Invest

Contact Mathew Emmert

Lee Linch's Contact Details
HQ
843-606-3917
Location
Company
JBJ Invest
Lee Linch's Company Details
JBJ Invest logo, JBJ Invest contact details

JBJ Invest

Charleston, SC, US • 10 - 19 Employees
Investment Bank/Securities Brokerage

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 portfolio management and comprehensive financial planning solutions. We accept clients from all walks of life, but we specialize 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 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 insight and expertise.

Investment Management Retirement Plan Consulting Portfolio Management Specialized Financial Planning Asset Allocation
Details about JBJ Invest
Frequently Asked Questions about Lee Linch
Lee Linch currently works for JBJ Invest.
Lee Linch's role at JBJ Invest is Associate Financial Planner.
Lee Linch's email address is ***@jbjinvest.com. To view Lee Linch's full email address, please signup to ConnectPlex.
Lee Linch works in the Financial Services industry.
Lee Linch's colleagues at JBJ Invest are Brandy Benton, Charlotte Morgan, Kate Lacey, Mathew Emmert and others.
Lee Linch's phone number is 843-606-3917
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