Diligent Investors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$509,313,329
Clients
761
Advisors
3
across 2 offices
About
Diligent Investors advises individuals, high net worth clients, trusts, retirement plans and business entities through financial planning, consulting, and comprehensive portfolio management. As of December 31, 2025 the firm reports $663,058,489 in discretionary assets under management for 761 clients overseen by three advisors.
The firm employs proprietary asset allocation models and fundamental security analysis to build individualized portfolios, offering both long- and short-term purchases and maintaining cash in money market funds, high-grade commercial paper or short-term bond funds. Comprehensive portfolio management is primarily delivered through the firm’s wrap fee program, and the firm discloses the use of derivatives and borrowing (margin) in some separately managed accounts as part of its investment implementation toolkit.
What distinguishes Diligent Investors among its peers is the scale of coverage per advisor—roughly 250+ clients and about $220M in AUM per advisor—combined with sponsorship of a wrap fee program and permissioned use of derivatives and leverage in SMAs, features that are less common among similar team firms. The brochure also notes that representatives are registered with a broker-dealer and hold insurance licenses while the firm maintains a custodial relationship and receives certain support services from its primary custodian.
Client services
Expertise
Fee options
Flat fees up to $5,000 for Financial Planning & Consulting services
Up to $250 per hour for Financial Planning & Consulting services
Fee-only: Hourly fee up to $250/hour; Flat fees up to $5,000 for Financial Planning & Consulting
Main office
See office1447 Ford Street, Suite 200
Redlands CA 92374
Advisors at this office
2
Offices (2)
Most active in
Arizona · California · Florida · Idaho · Illinois · Iowa · Missouri · Nevada · Oregon · Tennessee · Texas · Utah · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
James J
Series 66
Pottsboro, TX
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 F
Series 66
Redlands, CA
Diligent Investors, LLC
Henk Fischer is a financial advisor with Diligent Investors, LLC in Redlands, CA, holding the Series 66 designation and bringing 26 years of industry experience. He has been with Diligent Investors and M.S. Howells & Co. since 2016. Fischer is also involved with Southwest Annuities Marketing, advising clients on fixed annuities. Diligent Investors serves individuals, high net worth clients, trusts, retirement plans, and business entities by offering financial planning, consulting, and comprehensive portfolio management. The firm uses proprietary asset allocation models and fundamental security analysis to create individualized portfolios, with a notable use of derivatives and leverage in some separately managed accounts.
James W
Series 66
Redlands, CA
Diligent Investors, LLC
James Wilson is a financial advisor at Diligent Investors, LLC in Redlands, CA, holding a Series 66 designation with 25 years of industry experience. His prior roles include positions at Morgan Stanley, Merrill, and UBS Financial Services. He also advises clients on fixed annuities through a secondary activity with Southwest Annuities Marketing. Diligent Investors serves individuals, high net worth clients, trusts, retirement plans, and business entities by providing financial planning, consulting, and comprehensive portfolio management. The firm uses proprietary asset allocation models and fundamental security analysis to create individualized portfolios, offering both long- and short-term investments and employing wrap fee programs along with selective use of derivatives and leverage in separately managed accounts.
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