James Jebbia
Diligent Investors · Pottsboro, Texas
James Jebbia is a fee-only financial advisor at Diligent Investors in Pottsboro, Texas. Diligent Investors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Diligent Investors |
|---|---|
| Based in | Pottsboro, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $663.1M across 2,110 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 4492550 |
| Exams passed | Series 66 (2002) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.diligentinvestorsllc.com |
How James's firm compares
- Diligent Investors's average account is about $314,000, from its Form ADV (assets managed divided by 2,110 accounts).
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Questions about James
Is James Jebbia a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Diligent Investors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Diligent Investors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Jebbia based?
James Jebbia is based in Pottsboro, Texas.
Is James Jebbia registered with the SEC?
Yes. James Jebbia is registered as an investment adviser representative in CA and TX (CRD 4492550), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Diligent Investors manage?
Diligent Investors reports $663.1M across 2,110 accounts in assets under management.
How do I contact James Jebbia?
Through James's website, www.diligentinvestorsllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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