J
JB Advisory LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
JB Advisory LLC is a boutique, state-registered investment adviser that provides investment advice rather than managing or taking custody of client assets, and it works with a small group of individual clients, including friends, colleagues, and high-net-worth individuals. The firm does not participate in wrap-fee programs and does not accept discretionary authority to trade on clients’ behalf.
Advisory services are tailored to clients’ specific financial goals and are limited to certain types of investments; the firm uses economic and technical analysis to inform recommendations while avoiding high-frequency trading and unusually high-risk strategies. Periodic reviews are performed (typically annually) by the firm’s sole supervised person, and reporting frequency can be adjusted to match client preferences.
Notable distinctions relative to many investment-manager peers include the firm’s advisory-only model (it does not manage pooled assets or take custody) and its compensation approach that does not rely on percentage-of-AUM or performance-based fees. The firm is led by a single supervised person who maintains a full-time job outside the advisory practice, discloses potential conflicts, reports no disciplinary history, and has no affiliations with broker-dealers or insurance companies.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Fee options
$400 per hour
Fee-only: Flat hourly advisory fee of $400 per hour
Main office location
JB Advisory LLC
Scottsdale AZ, United States
Number of offices
1
Most active in
JB Advisory LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
Forms ADV
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