JB Wealth Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
3
0% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
3
Very LowAverage account size
$0
About
JB Wealth Advisors serves individual and high-net-worth users through an interactive, algorithm-driven website that provides asset-allocation assessments and generates PDF recommendations. The firm does not manage client assets or maintain custody; instead it connects users to SEC- or state-registered third-party managers (TPMs) when users opt in to be referred.
Advice is non-discretionary and software-generated from user inputs (producing allocation percentages, suggested investment types, and emailed reports); JBW’s role is limited to the online assessment and referral process, and it does not monitor TPM performance or execute trades. The firm relies on an Internet Adviser framework and maintains an online portal and records to support delivery of advisory services exclusively through its website.
JBW is notable among peers for operating as an Internet-only referral platform that does not provide portfolio management or use percentage-of-AUM billing; instead, it receives referral fees from TPMs while users are not charged by JBW. The firm’s principals are also licensed insurance agents and owners of related insurance and training businesses—relationships disclosed in the brochure and identified as potential conflicts of interest that the firm says it manages through disclosures and procedures.
Client services
Offer investor education and refers consumers to other ria(s)
Offer investor education and refers consumers to other ria(s)
Expertise
Wealth management
Main office location
JB Wealth Advisors LLC
11 Willow St
Nashville TN 37210, United States
Number of offices
1
Most active in
JB Wealth Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Michigan · New Jersey · Tennessee · Texas · Virginia
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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