JB Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
JB Wealth Advisors serves individual and high-net-worth users through an interactive, algorithm-driven website that provides asset-allocation assessments and generates PDF recommendations. The firm does not manage client assets or maintain custody; instead it connects users to SEC- or state-registered third-party managers (TPMs) when users opt in to be referred.
Advice is non-discretionary and software-generated from user inputs (producing allocation percentages, suggested investment types, and emailed reports); JBW’s role is limited to the online assessment and referral process, and it does not monitor TPM performance or execute trades. The firm relies on an Internet Adviser framework and maintains an online portal and records to support delivery of advisory services exclusively through its website.
JBW is notable among peers for operating as an Internet-only referral platform that does not provide portfolio management or use percentage-of-AUM billing; instead, it receives referral fees from TPMs while users are not charged by JBW. The firm’s principals are also licensed insurance agents and owners of related insurance and training businesses—relationships disclosed in the brochure and identified as potential conflicts of interest that the firm says it manages through disclosures and procedures.
Client services
Expertise
Main office
11 Willow St
Nashville TN 37210
Advisors at this office
1
Most active in
Michigan · New Jersey · Tennessee · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)