A complete list of active advisors currently associated with JB Financial Services, Inc.

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

The firm provides discretionary asset management to individuals, trusts and estates, offering continuous portfolio supervision and individualized investment programs. Accounts are maintained on the Schwab Institutional platform and clients are required to establish custody there for the firm to manage assets and deduct advisory fees. Investment implementation follows a top‑down allocation process that sets asset‑class exposure first and then allocates across sectors, typically using ETFs and low‑cost index mutual funds to achieve diversified sector weightings consistent with client objectives. Portfolios are generally positioned for multi‑year horizons (greater than 12 months), and the firm will occasionally use individual securities or actively managed funds to address legacy holdings, tax considerations or other client‑specific situations. Operationally, the firm directs all managed accounts to Charles Schwab Institutional and discloses that this directed brokerage arrangement may limit its ability to seek other execution venues. It also trades and allocates on an individual account basis rather than aggregating block trades, deducts advisory fees directly from client accounts (which creates custody for fee purposes), and leaves proxy voting to clients or their designated representatives.

To learn more about the advisors currently working at JB Financial Services, Inc., 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.