JB Wealth Advisors LLC
Firm details
- Headquarters
- Nashville, Tennessee
- CRD number
- 328441
- Registered since
- October 26, 2023
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Other
Firm profile
FINTRXOverview
JB Wealth Advisors LLC is organized as a limited liability company and registered with the SEC in 2023. The firm is classified as an institutional registered investment adviser and is owned by a domestic entity and an individual. Its fee model is listed as “Other,” and it does not identify as a capital allocator. The adviser is not active on ESG investing, does not operate as a multi-state adviser, and is not designated as a pension consultant or related adviser. The firm maintains an industry affiliation with an insurance company.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2James Fisher
ManagerCRD 7813819
Brian Fisher
CCOCRD 7813820
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Nashville, TN
Davidson
Location
Nashville, TN
Headquartered in Nashville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Davidson
- Address
- 11 Willow St
- Time zone
- CT (UTC-6)
- Office locations
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