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Jb Wealth Advisors LLC

● SEC registered since 2023CRD 328441SEC# 801-128956Nashville, TN
Export (members)
Reg. AUM
—
Employees
3
Accounts
—
Location
Nashville, TN

Jb Wealth Advisors LLC assets under management

Jb Wealth Advisors LLC is an investment advisory firm registered with the SEC based in Nashville, TN. The firm has been registered since 2023. It employs 3 people.
www.youtube.com/@jbwealthadvisorsView on SEC.gov ↗

Jb Wealth Advisors LLC owners & executives

7 reported
NameTitleOwnershipSince
Brian John Fisher ControlCcoUnder 5%2023
James Edward Fisher ControlCeoUnder 5%2023
Jb Financial Group LLC ControlOwnerOver 75%2024
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Frequently asked questions

How many employees does Jb Wealth Advisors LLC have?

Jb Wealth Advisors LLC reports 3 employees.

Where is Jb Wealth Advisors LLC located?

Jb Wealth Advisors LLC is based in Nashville, TN and has been SEC-registered since 2023.

Does Jb Wealth Advisors LLC disclose fund performance?

Jb Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11 Willow St, Nashville, TN 37210
Phone615-560-8268
Office hoursBy Appt Only
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo