J
JB Financial Services, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$36,917,844
Clients
71
15% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
71
Very HighAverage account size
$519,970
About
The firm provides discretionary asset management to individuals, trusts and estates, offering continuous portfolio supervision and individualized investment programs. Accounts are maintained on the Schwab Institutional platform and clients are required to establish custody there for the firm to manage assets and deduct advisory fees.
Investment implementation follows a top‑down allocation process that sets asset‑class exposure first and then allocates across sectors, typically using ETFs and low‑cost index mutual funds to achieve diversified sector weightings consistent with client objectives. Portfolios are generally positioned for multi‑year horizons (greater than 12 months), and the firm will occasionally use individual securities or actively managed funds to address legacy holdings, tax considerations or other client‑specific situations.
Operationally, the firm directs all managed accounts to Charles Schwab Institutional and discloses that this directed brokerage arrangement may limit its ability to seek other execution venues. It also trades and allocates on an individual account basis rather than aggregating block trades, deducts advisory fees directly from client accounts (which creates custody for fee purposes), and leaves proxy voting to clients or their designated representatives.
Client services
Portfolio management
Expertise
Passive / index investing
Concentrated stock management
Active portfolio management
Real estate investing
Fee options
Below $1,000,000 - $1,000,000: 1.00% annually $1,000,001 - $1,500,000: 0.90% annually $1,500,001 - $2,000,000: 0.80% annually $2,000,001 - $2,500,000: 0.75% annually $2,500,001 - $3,000,000: 0.70% annually $3,000,001 - $4,000,000: 0.65% annually $4,000,001 - $5,000,000: 0.60% annually Above $5,000,000+: 0.55% annually
Account minimum: $100,000 Fee-only: Fees generally range from 0.50% to 1.5% annually, exact fee negotiated per client
Main office location
JB Financial Services, Inc.
Omaha NE, United States
Number of offices
1
Most active in
JB Financial Services, Inc. has reported serving >5 clients in these states in the last 12 months.
Iowa · Nebraska · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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