James Jebbia has been an investment adviser representative at Diligent Investors since February 2019, and is not listed among the firm’s executive officers or direct owners.
Diligent Investors, LLC is a Redlands, CA firm with $663M under management, 884 clients and 3 advisers in one office, as of its February 2026 filing.
James Jebbia’s longest registration was 9 years at Morgan Stanley (2009–2019). Before joining Diligent Investors in 2019, James Jebbia was registered through Morgan Stanley and Morgan Stanley & Co. Incorporated.
- Diligent Investors, LLCCurrent– present · 7 yearsPottsboro, TX · Adviser representative · Firm CRD 158708
- Morgan Stanley– · 9 yearsRiverside, CA · Adviser representative · Firm CRD 149777
- Morgan Stanley & Co. Incorporated– · 2 yearsOntario, CA · Adviser representative · Firm CRD 8209
- Morgan Stanley– · 4 yearsOntario, CA · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
James Jebbia is registered as an investment adviser representative in 2 states. The first approvals date from February 2019; the most recent is Texas, in November 2021.
- CaliforniaSince 19 February 2019
- TexasSince 16 November 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 1 April 2002 |
| Series 31 | Futures Managed Funds Examination | 1 April 2002 |
| Series 7 | General Securities Representative Examination | 13 March 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Futures Managed Funds Examination
- Name
- General Securities Representative Examination
- Full name
- James Felix Jebbia
- CRD
- 4492550
- Firm
- Diligent Investors · CRD 158708
- Office
- Pottsboro, TX
- Registration
- Investment adviser registration
- In the industry since
- March 2002
- Disciplinary history
- Not yet shown here · SEC record
Where does James Jebbia work?
James Jebbia is an investment adviser representative registered through Diligent Investors, LLC since February 2019, and is not listed among the firm’s executive officers or direct owners.
Is James Jebbia a financial advisor?
Yes. James Jebbia has a current investment-adviser registration in California and Texas, through Diligent Investors since February 2019.
How many years of experience does James Jebbia have?
James Jebbia has 24 years in the financial industry, since March 2002, across 4 adviser firms.
What exams has James Jebbia passed?
James Jebbia has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in March 2002. FINRA credited James Jebbia with the SIE, which began in October 2018.
Where did James Jebbia work before Diligent Investors?
Before Diligent Investors, James Jebbia was registered through Morgan Stanley & Co. Incorporated, April 2007 to June 2009; Morgan Stanley, May 2002 to April 2007.
Where is James Jebbia based?
James Jebbia’s registered office is in Pottsboro, TX.
Is James Jebbia registered with FINRA?
No. James Jebbia has no current broker registration.
How can I verify James Jebbia’s record?
Search CRD 4492550 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Jebbia’s full registration record.