JBA ASSET MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
339858
Registered since
December 11, 2025

Firm profile

FINTRX

Overview

JBA Asset Management LLC is organized as a limited liability company and registered with the SEC in 2025. The firm is owned by an individual and is listed with an “unclassified” advisory classification. Filings identify it as not serving as a capital allocator, not active on ESG mandates, not a multi-state adviser and not a pension consultant or related adviser. No firm-level descriptions of investment strategy, target client segments, fee schedules or specific advisory activities were provided, so there is limited visibility into its manager allocation preferences or sector and style tilts.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • ANDREW WEKSLER

    Managing PartnerCRD 5812929

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
270 W 39th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth