JLB & Associates Inc

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Client assets under management

$892,688,917

Clients

291

56% high-net worth

Advisors

of 4 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

High

Average account size

$3,067,660

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

Portfolio management

Expertise

Active portfolio management Wealth management

Fee options

Percentage

$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

Other

Account minimum: $300,000

Main office location

JLB & Associates Inc

44670 Ann Arbor Rd, Ste 190

Plymouth MI 48170-4088, United States

Number of offices

Most active in

California · Florida · Michigan · Ohio · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 734-454-9191

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.

Active portfolio management Wealth management

James B

Series 65

Plymouth, MI

JLB & Associates Inc

James Bashaw is a financial advisor at JLB & Associates Inc with 15 years of industry experience. He holds a Series 65 designation and has been with JLB & Associates since 1987. JLB & Associates is a registered investment adviser serving individuals, trusts, corporations, and employee benefit plans, including high-net-worth clients. The firm manages discretionary portfolios using a fundamental analysis approach focused on a defined universe of approximately 200 companies and emphasizes investment-grade corporate bonds in its fixed-income strategy.

Active portfolio management Wealth management

Christopher S

CFA®

Plymouth, MI

JLB & Associates Inc

Christopher Szydlowski is a CFA® charterholder with 15 years of industry experience. He has been with JLB & Associates Inc since 1998. JLB & Associates is a registered investment adviser serving individuals, trusts, corporations, and employee benefit plans, including high-net-worth clients. The firm manages discretionary portfolios using fundamental analysis and a structured investment process focused on a select universe of companies and investment-grade corporate bonds.

Active portfolio management Wealth management

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