A complete list of active advisors currently associated with JBP Financial LLC
Warmer can help you find a great advisor at JBP Financial LLC or one who fits your needs even better.
JBP Financial LLC is a state-registered investment adviser that provides portfolio management and integrated financial planning to individual and high‑net‑worth clients. The firm serves a relatively small client base (roughly 53 clients) and delivers tailored investment plans and written financial plans as part of its advisory services rather than as a standalone planning product. The firm combines fundamental, technical, cyclical and charting analysis with an asset allocation and rebalancing discipline to construct portfolios. As disclosed in its brochure, it reported managing client assets primarily on a non‑discretionary basis as of December 31, 2024 (no discretionary AUM and $18,000 in non‑discretionary AUM), so implementation choices frequently remain under client control. JBP’s principal is licensed to sell life and health insurance and may receive commission compensation for insurance sales (the brochure indicates this activity represents about 5% of advisor time), a potential conflict the firm discloses. The firm also notes a recent structural change (conversion from a sole proprietorship to an LLC in 2025) and requires clients to use its recommended custodian while not accepting custody beyond limited fee‑withdrawal authority, which affects account administration.
To learn more about the advisors currently working at JBP 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 |
|---|---|---|
North Smithfield, RI
| 21
|
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