JB WEALTH ADVISORS LLC

NORFOLK, Virginia·5 registered advisors·CRD# 328441
SEC# 801-1289562615-560-8268
01

Firm Overview

AUM
$11M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment Management
04

Advisors at JB WEALTH ADVISORS LLC

5 registered advisors
Brian John Fisher
NASHVILLE, Tennessee
James Edward Fisher
NASHVILLE, Tennessee
Jared Hendry
NASHVILLE, Tennessee
Steven Michael Milligan
NORFOLK, Virginia
Zachary Allen
NASHVILLE, Tennessee
05

Office Locations

NASHVILLE, Tennessee
4 advisors
NORFOLK, Virginia
1 advisor

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Data sourced from SEC Form ADV filings. JB WEALTH ADVISORS LLC (CRD# 328441) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.