James Felix Jebbia
Investment adviser representative at Diligent Investors, LLC
17 yearsExperience
2 statesRegistered in
$663.1MFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Diligent Investors, LLCFeb 2019 to now
- M.S. Howells & Co.Feb 2019 to May 2024
- Morgan Stanley Private Bank, National AssociationJan 2015 to Feb 2019
- Morgan StanleyJun 2009 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Diligent Investors, LLC
$663.1MAssets managed
884Clients
3Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4492550
- Firm CRD
- 158708