Newbury Park, CA Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
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.
Based on JBB Financial, LLC
Location
Newbury Park CA
Advisors at this office
1
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