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Investment Adviser Firm Summary

JBJ INVESTMENT PARTNERS, LLC (CRD# 165294 / SEC# 801-78137)
Alternate Names: JACKSON INVESTMENT MANAGEMENT LLC , JACKSON INVESTMENT MANAGEMENT, LLC , JBJ INVEST , JBJ INVESTMENT PARTNERS, LLC

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 06/11/2013
Florida Terminated 06/13/2013
Illinois Terminated 06/11/2013
Louisiana Terminated 06/17/2013
South Carolina Terminated 06/13/2013
Virginia Terminated 06/14/2013

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Alabama 06/11/2013
California 08/03/2015
Connecticut 08/03/2015
Florida 06/11/2013
Illinois 06/11/2013
Louisiana 06/11/2013
Maryland 08/03/2015
Massachusetts 03/23/2016
Michigan 06/11/2013
Minnesota 03/23/2016
New Hampshire 08/03/2015
New York 08/03/2015
North Carolina 08/03/2015
Pennsylvania 03/23/2016
South Carolina 06/11/2013
South Dakota 08/03/2015
Texas 08/03/2015
Virginia 06/11/2013
Washington 06/11/2013
Wisconsin 06/11/2013

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser