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James E Bashaw & Co

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James E. Bashaw & Co. - Company Research Report



Company Overview



Name: James E. Bashaw & Co.

Mission: To provide the highest quality private banking services to families and institutions, offering consistent professional service and sound financial advice in a uniquely personal atmosphere.

Founded By: James E. Bashaw

Founded In: 2001

Headquarters: 5701 Woodway Dr., Suite 330, Houston, TX 77057

Number of Employees: No information is available

Revenue: No information is available

What is the Company Known For: James E. Bashaw & Co. (JEB & Co.) is known for providing investment management, financial planning, college planning, and estate planning services to families across the United States. The firm does not have a minimum or maximum account size and prides itself on offering proprietary, confidential planning solutions tailored to individual client needs.

Key People in the Company



  • James E. Bashaw: Founder and Chief Executive Officer ([Email](mailto:Jeb@jamesebashaw.com))

  • Alex Creede, CFA: Financial Advisor ([Email](mailto:Alex@jamesebashaw.com))

  • Matthew Speed: Financial Advisor ([Email](mailto:Matthew@jamesebashaw.com))


Products



James E. Bashaw & Co. offers a comprehensive range of financial products and services:

Investment Products


  • Stocks

  • Bonds

  • Business Development Companies (BDCs)

  • Real Estate Investment Trusts (REITs)

  • Mutual Funds

  • Unit Investment Trusts (UITs)

  • Exchange Traded Funds (ETFs)

  • Separately Managed Accounts (SMAs)

  • Money Market Accounts: with check writing and debit cards.


Insurance Planning


  • Long Term Care Insurance

  • Disability Income Insurance

  • Life Insurance

  • Fixed and Variable Annuities

  • Group Benefits


Planning Services


  • Investment Portfolio Design and Management

  • Portfolio Analysis

  • Retirement Planning

  • IRAs, 401(k)s, 403(b)s

  • College Savings Planning

  • Estate Planning

  • Business Planning


Key Features of Products


  • Investment Products: Diverse investment options tailored to client’s financial goals with professional management.

  • Insurance Planning: Comprehensive coverage plans for long-term care, disability, and life insurance to ensure financial security.

  • Planning Services: Customizable planning services for retirement, estate, business, and more, designed to fit each client's unique needs.


Recent Developments


  • Recent Developments in the Company: No information is available

  • New Products Launched: No information is available

  • New Features Added to Existing Products: No information is available

  • New Partnerships: No information is available


Community Involvement


James E. Bashaw & Co. is active in community service, with employees serving on various committees including:
  • Catholic Endowment Foundation of Galveston Houston

  • Houston Livestock Show and Rodeo

  • Catholic Charities of Houston

  • The Huntington's Disease Society of America

  • Casa de Esperanza de los Ninos

  • Nick Finnegan Counseling Center

  • The firm and its employees have helped to raise over $100 million for Houston charities since 2001.


Contact Information



  • Phone: 713-552-0505

  • Fax: 713-622-0493


  • Email: [jbashaw@ifgrr.com](mailto:jbashaw@ifgrr.com)


Conclusion



James E. Bashaw & Co. is a well-established financial services firm that emphasizes personalized and high-quality service in financial planning and investment management. The company’s broad range of products and services, coupled with its community involvement, demonstrates its commitment to client satisfaction and social responsibility.




Note: This report is based on the information provided and publicly available sources. Certain details may not be available or fully comprehensive.