JLB & Associates Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
JLB & Associates provides discretionary and non‑discretionary portfolio management and retirement‑plan advisory services to individuals, trusts, corporations, and employee benefit plans, including trustee‑directed ERISA engagements and participant‑directed 401(k) consulting. Engagements are documented through Investment Advisory Agreements and the firm supervises accounts on an ongoing basis while also assisting with plan platform selection and participant education when requested.
The firm’s investment process emphasizes fundamental equity analysis within a defined 200‑company research universe that is ranked into quartiles; typical portfolios hold about 20–30 approximately equally weighted stocks blending growth and value across medium and large capitalizations and applying a disciplined sell rule for holdings that deteriorate. Fixed‑income management is driven by top‑down rate anticipation using primarily investment‑grade corporate bonds with maturities generally under ten years, and JLB treats cash as an asset class with specific sweep and money‑market procedures to manage yield dispersion and defensive positions.
What distinguishes JLB from many peers is its scale relative to staffing — total AUM is in the high hundreds of millions, yielding AUM per advisor above $200 million — which can influence capacity and operational resources. The firm has documented controls around newer technologies and risks, including a formal AI policy governing tool use and review, takes an explicit, cautious advisory stance on cryptocurrency (not recommending purchases), and leaves proxy‑voting decisions to clients.
Client services
Expertise
Fee options
$0 - $200,000: 1.0% annually $200,001 - $500,000: 0.8% annually $500,001 - $1,000,000: 0.7% annually $1,000,001+: 0.5% annually
Account minimum: $300,000
Main office
See office44670 Ann Arbor Rd, Ste 190
Plymouth MI 48170-4088
Advisors at this office
2
Offices (2)
Most active in
California · Colorado · Florida · Michigan · Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Tyler B
Series 65
Plymouth, MI
JLB & Associates Inc
Tyler Bashaw is a financial advisor at JLB & Associates Inc with a Series 65 designation and six years of industry experience. He has been with JLB & Associates since 2018 and previously attended Eastern Michigan University from 2013 to 2017. JLB & Associates is a registered investment adviser that manages discretionary portfolios for individuals, trusts, corporations, and employee benefit plans, including high-net-worth clients. The firm employs a fundamental analysis approach, focusing on a defined universe of about 200 companies and emphasizing investment-grade corporate bonds in fixed-income management.
James B
Series 65
Jensen Beach, FL
JLB & Associates Inc
James Bashaw is a Series 65-licensed advisor with 15 years of industry experience. He has been with JLB & Associates Inc since 1987. JLB & Associates provides discretionary and non-discretionary portfolio management and retirement-plan advisory services to individuals, trusts, corporations, and employee benefit plans. The firm emphasizes fundamental equity analysis within a defined research universe, managing portfolios typically holding 20–30 stocks blending growth and value, alongside fixed-income strategies focused on investment-grade corporate bonds.
Christopher S
CFA®
Plymouth, MI
JLB & Associates Inc
Christopher Szydlowski is a CFA® charterholder based in Plymouth, MI, with 16 years of industry experience. He has worked at JLB & Associates Inc since 1998. JLB & Associates provides discretionary and non-discretionary portfolio management and retirement-plan advisory services to individuals, trusts, corporations, and employee benefit plans. The firm’s investment approach emphasizes fundamental equity analysis within a defined 200-company research universe, with portfolios typically holding 20–30 stocks blending growth and value, while fixed-income management focuses on investment-grade corporate bonds with maturities under ten years.
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