JB WEALTH ADVISORS LLC
Adviser information for JB WEALTH ADVISORS LLC last updated from Form ADV on March 7th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | NOVEMBER |
| Legal Location | Tennessee, United States |
Employees
| Total Number of Employees | 14 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 4 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 67 | $11.2M |
| Non-Discretionary | 0 | $0 |
| Total | 67 | $11.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 42 | $11.2M |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-128956 |
|---|---|
| SEC ERA File Number | 801-128956 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 328441 |
| Legal Entity Identifier | None |
Principal Office
11 WILLOW ST.NASHVILLE
TN
United States
BY APPT ONLY, BY APPT ONLY
Tel: 615-560-8268, Fax: None
Chief Compliance Officer
BRIAN FISHER
MANAGING MEMBER
11 WILLOW ST
NASHVILLE
TN
United States
Tel:
615-560-8268
B****@*******************M
(Full email address available in API data)
Industry Affiliates
| IDEAS BY MIKE | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JBP GROUP, LLC | Domestic Entity | – | OWNER | 08/2023 | > 75% |
| FISHER, BRIAN, JOHN | Individual | – | MANAGER/CCO | 08/2023 | < 5% |
| FISHER, JAMES, EDWARD | Individual | – | MANAGER | 08/2023 | < 5% |
| JBV HOLDINGS, LLC | Domestic Entity | JBP GROUP, LLC | MAJORITY OWNER | 12/2023 | 50-75% |
| STRIVE FOR MORE INC | Domestic Entity | JBP GROUP, LLC | MINORITY OWNER | 12/2022 | 25-50% |
| FISHER, BRIAN, JOHN | Individual | JBV HOLDINGS, LLC | OWNER/MANAGER | 07/2019 | 50-75% |
| FISHER, JAMES, EDWARD | Individual | JBV HOLDINGS, LLC | OWNER/MANAGER | 07/2019 | 50-75% |