A complete list of active advisors currently associated with JB Advisory LLC

Warmer can help you find a great advisor at JB Advisory LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at JB Advisory 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.