JB Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$400 per hour
Fee-only: Flat hourly advisory fee of $400 per hour
Main office
Scottsdale AZ
Advisors at this office
1
Most active in
Arizona
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.
Forms ADV
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