JB WEALTH ADVISORS LLC

223 East City Hall Ave
Suite 200a
Norfolk, Virginia 23510
Tel: 615-560-8268

About JB WEALTH ADVISORS LLC

JB WEALTH ADVISORS LLC, formally registered with the SEC as JB WEALTH ADVISORS LLC. The firm was established in 10/26/2023. They have over 3 offices throughout the country.

JB WEALTH ADVISORS LLC is a Norfolk, Virginia based Financial Planning firm with nearly $11,165,602 assets under management, offering retirement planning & investment advisory services to 67 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	328441
SEC#	801-128956
Assets Managed by Firm	$11,165,602
No. of Clients	67
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	67	$11,165,602
Individuals (other than high net worth individuals)	42	$11,165,602

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