Unclaimed Profile

Brian John Fisher

JB WEALTH ADVISORS LLC·NASHVILLE, Tennessee

Series 65Clean record1 years registeredJB WEALTH ADVISORS LLC

11 WILLOW ST., NASHVILLE, TN 37210CRD# 7813820Firm CRD# 328441

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian John Fisher · NASHVILLE, TN

Registration

CRD #7813820 · JB WEALTH ADVISORS LLC · 1 years registered

Brand Profile

Not yet started

Career History

JB WEALTH ADVISORS LLC

Apr 2025 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 16, 2025

Years registered · 1

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JB WEALTH ADVISORS LLC

CRD 328441 · SEC 801-128956

AUM

$11M

Regulatory assets under management

Employees

67 client accounts

Services offered by JB WEALTH ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at JB WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Brian John Fisher offer?

Brian John Fisher specializes in Investment Management. Contact their office in NASHVILLE, Tennessee for a consultation.

What are Brian John Fisher's credentials?

Brian John Fisher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian John Fisher located?

Brian John Fisher is based in NASHVILLE, Tennessee, working with JB WEALTH ADVISORS LLC. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.

How does Brian John Fisher charge for services?

Brian John Fisher's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JB WEALTH ADVISORS LLC?

JB WEALTH ADVISORS LLC has approximately 7 employees and manages $11M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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