A complete list of active advisors currently associated with JLB & Associates Inc
Warmer can help you find a great advisor at JLB & Associates Inc or one who fits your needs even better.
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.
To learn more about the advisors currently working at JLB & Associates Inc, 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 |
|---|---|---|
Plymouth, MI
| 15
| |
Plymouth, MI
| 7
| |
Plymouth, MI
| 15
|
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