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J.J.B. Hilliard, W.L. Lyons, LLC is a boutique investment banking firm that provides financial advisory services. The firm offers merger and acquisition, private placement, acquisition financing, management buyout, and recapitalization advisory services. Additionally, it provides retail brokerage, securities trading, and business valuation and insurance services. The firm, formerly known as J.J.B. Hilliard & Son, was founded in 1854 and is based in Louisville, Kentucky. As of March 31, 2008, J.J.B. Hilliard, W.L. Lyons, LLC operates as a subsidiary of HL Financial Services, LLC.

James Brearley & Sons offers a wide portfolio of financial services including asset management services, online brokerage through its ICON service, individual savings accounts, options trading, and pension planning. James Brearley, an investor in cotton mill stocks, founded the company in 1919. James Brearley & Sons company owns and operates about 8 offices throughout the UK.

Janus Capital Group was founded in 1969 and is based in Denver Colorado with additional offices in the United States, Hong Kong; London; Milan; and Tokyo, Japan. Janus Capital Group, Inc. is a publicly owned asset management holding company with approximately $167.7 billion in assets under management. It also provides retirement planning, investment planning, tax planning, investment for college, and tax planning services to its clients. The firm primarily provides its services to investment companies, retail investors, institutions, and individuals. Through its subsidiaries, it manages equity, fixed income, money markets, and balanced mutual funds for its clients and invests in the public equity and fixed income markets across the globe. The firm was formerly known as Stilwell Financial Incorporated.

JCB Finance provides asset management and financial services for the UK construction and heavy machinery industries. The company's JCB Finance Asset Management segment sells or leases cars, access platforms, excavators, forklifts, loading shovels, and highway maintenance equipment, while its JCB Insurances Services branch issues insurance for the construction and industries sectors. In addition, the company's JCB Farm Finance unit provides farmers with combine harvesters, foragers, cultivation equipment, bailers, mowers, sprayers, trailers, and other related products. JCB Finance is owned by The Royal Bank of Scotland and farming equipment maker J C Bamford Excavators.

JPMorgan Private Bank likes its upper crust well-buttered. Catering to the wealthiest individuals and families, as well as business owners, executives, endowments, and foundations, the unit of JPMorgan Chase is one of the largest private banks in the world. It performs a range of wealth management services, tailoring its efforts to its clients' needs and taking full advantage of its parent's banking and brokerage prowess. The company's offerings include investing, capital advisory, lines of credit, hedge funds, and trust services, as well as advice on tax and estate planning and philanthropy. JPMorgan Private Bank manages more than $450 billion in client assets.

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