A complete list of active advisors currently associated with Jabez Financial, LLC

Warmer can help you find a great advisor at Jabez Financial, LLC or one who fits your needs even better.

Jabez Financial, LLC provides portfolio management and financial planning services to individual clients and business entities. The firm reports approximately $14.1 million in assets under management across about 117 client relationships and may recommend third‑party sub‑advisers or participation in a wrap fee program. The firm documents individual investment policy statements and applies modern portfolio theory and a long‑term trading approach to construct model portfolios using mutual funds, ETFs, equities, fixed income, annuities, and non‑U.S. securities. Although Jabez Financial may request discretionary trading authority, its reported AUM is entirely non‑discretionary as of December 31, 2025, so many client accounts remain under client control for trade decisions. Notable differences from many peers include the firm’s role in recommending or sponsoring wrap fee programs and the fact that a principal is a licensed insurance producer, which allows representatives to offer commissionable insurance and annuity products and is disclosed as a potential conflict of interest. The brochure also discloses that the firm does not aggregate block trades for multiple clients and that some service providers use artificial intelligence components, both of which can affect trade execution and operational risk.

To learn more about the advisors currently working at Jabez Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.