$14.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
117 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · SEI
- Clients
- Retail
- Platforms
- Matrix valueHarbor +more
- Established Date
- 03-14-2018
- Office Locations
- 1
Office Locations
1031 Route 32 Unit 10 Uncasville CT
About Jabez Financial, LLC
Jabez Financial is a Connecticut-based registered investment advisor providing fiduciary, fee-based financial planning and retirement-focused wealth management tailored to each client’s needs. Portfolios are primarily implemented with ETFs (custodied via Fidelity/NFS) and include guidance on insurance and legacy planning when relevant. Founder Glenn Johnson is a Forbes BrandVoice contributor and hosts the firm’s Manumit Radio show/podcast.
Team overview
-- AVG AGE
$7.0M AVG AUM / ADVISOR
$120.5K AVG AUM / CLIENT
4.4 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Quantum Vital north
Client Personas
Vertex
Custodian
Value Glacier Timber ridge Horizon ridge Optima vector
Investment Themes
Focus vector North ember
Investment Vehicles
North
Platform
Meridian legacy
Services
Glacier foundation Vital pathway Delta Atlas summit Foundation Unison
Technology
Beacon pioneer Capital crest Momentum
Owner & Executives
G
GLENN BRADFORD JOHNSON
Chief Compliance Officer, President
- CRD
- #4333813
- Ownership
- 75% or more
(831) 205-7985
vital.prime@beaconcapital.com
in linkedin.com/in/value-ridge
Showing 1 of 1 owners & executives
Unlock allContacts
A
AUSTIN CONCASCIA
--
- CRD
- #7672678
(352) 683-8024
timber.pioneer@legacycapital.com
in linkedin.com/in/bridge-pioneer
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $14,098,000 | -- |
| Total | $14,098,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,098,000
Equity - Exchange:
36.3% Cash:
63.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,064,560,473 | 36.3% |
| Cash | $5,377,754,879 | 63.7% |
| Total | $8,442,315,352 | 100.0% |