Mathew Shane Emmert

Finance

Consumer Services

Profile

Mr. Mathew S.
Emmert is a President & Chief Investment Officer at JBJ Investment Partners LLC and a Chief Executive Officer & Portfolio Manager at Gambit Securities, Inc. He holds a Bachelor of Science degree in Finance from Auburn University

Former positions of Mathew Shane Emmert

Companies	Position	End
JBJ Investment Partners LLC JBJ Investment Partners LLC Investment ManagersFinance JBJ Investment Partners LLC (dba JBJ Invest) is a wealth management firm headquartered in Charleston, South Carolina. The firm was founded in 2012 and became a subsidiary of Creative Planning LLC in 2022. JBJ Invest provides portfolio management and comprehensive financial planning solutions to various clients from all walks of life, but they 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.	Chief Investment Officer	30/11/2022
Gambit Securities, Inc. Gambit Securities, Inc. Investment ManagersFinance Gambit Securities, Inc. provides investment advisory services. The company is headquartered in Mount Pleasant, SC.	Chief Executive Officer	-

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Training of Mathew Shane Emmert

Auburn University

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

1st degree connections

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies	2
Gambit Securities, Inc. Gambit Securities, Inc. Investment ManagersFinance Gambit Securities, Inc. provides investment advisory services. The company is headquartered in Mount Pleasant, SC.	Finance
JBJ Investment Partners LLC JBJ Investment Partners LLC Investment ManagersFinance JBJ Investment Partners LLC (dba JBJ Invest) is a wealth management firm headquartered in Charleston, South Carolina. The firm was founded in 2012 and became a subsidiary of Creative Planning LLC in 2022. JBJ Invest provides portfolio management and comprehensive financial planning solutions to various clients from all walks of life, but they 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.	Finance