A complete list of active advisors currently associated with JBB Financial, LLC

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

JBB Financial, LLC is an independent registered investment adviser with one listed advisor and up to two employees. Its Form ADV describes the advisory services it offers and the types of clients it intends to serve, and the brochure reports that it currently has no advisory clients. The brochure discloses that the firm does not provide portfolio management for individual accounts and does not rely on percentage-of-assets-under-management fees, indicating a focus on non-AUM advisory arrangements and consultative services. It also notes affiliations with other registered investment advisers and with an accounting firm, which the firm identifies as part of its broader professional activities. Unusually for a small independent adviser, JBB Financial is identified with accounting activity and has explicit ties to both an accounting firm and other advisers, a combination that may affect how it integrates tax and investment advice. The firm also reports maintaining two offices despite having a single listed advisor and no current advisory clients, structural features that differentiate it from the typical solo, AUM-focused independent adviser.

To learn more about the advisors currently working at JBB Financial, 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.

Name	Location	Years of experience
Brian Thomas	Newbury Park, CA	15

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