Diligent Investors, LLC

James Jebbia is a Series 66-licensed financial advisor with 24 years of industry experience. He has worked at Morgan Stanley from 2009 to 2019, including Morgan Stanley Private Bank, and has been with Diligent Investors, LLC since 2019. Diligent Investors, LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm employs fundamental analysis and proprietary asset-allocation models to create tailored portfolios, managing discretionary accounts and wrap fee programs while maintaining liquidity through partial cash balances.

Henk Fischer is a financial advisor at Diligent Investors, LLC with 26 years of industry experience. He holds a Series 66 designation and has been with Diligent Investors and M.S. Howells & Co. since 2016. In addition to his advisory role, Fischer advises clients on fixed annuities through a separate annuity marketing firm. Diligent Investors provides investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm employs fundamental analysis and proprietary asset-allocation models to create tailored portfolios, managing discretionary accounts and wrap fee programs for a diverse client base.

James Wilson is a financial advisor with Diligent Investors, LLC in Redlands, California, holding a Series 66 designation and 24 years of industry experience. He has worked at M.S. Howells & Co. and Diligent Investors since 2016. Outside of his advisory role, Wilson advises clients on fixed annuities through Southwest Annuities Marketing. Diligent Investors, LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm employs fundamental analysis and proprietary asset-allocation models to tailor portfolios based on client risk tolerance and time horizons, managing discretionary portfolios and sponsoring a wrap fee program.