A complete list of active advisors currently associated with JB Wealth Advisors LLC

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

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.

To learn more about the advisors currently working at JB Wealth Advisors 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.