JBA Financial Advisors
Firm details
- Headquarters
- Timonium, Maryland
- CRD number
- 132149
- Website
- jbafinancialadvisors.com
- Custodians
- ALTRUIST FINANCIAL LLC, SHAREHOLDERS SERVICE GROUP, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI74.39%
- Individuals25.46%
- Charitable Organizations0.14%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
JBA Financial Advisors is an independent, privately owned registered investment adviser that serves both individual/family and institutional clients. The firm offers a mix of financial planning, portfolio management for individuals and small businesses, and manager selection services. Fee arrangements include asset-based fees, hourly billing, fixed fees and other pricing structures. JBA identifies as a capital allocator and reports a clear equity preference in its portfolios; it does not flag itself as an active ESG investor or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
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
Asset composition
- Non-Exchange Traded Equities40%
- Exchange Traded Equities33%
- Other15%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents2%
Contacts
1 of 1
John Berzellini
OwnerCRD 2140196
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Timonium, MD
Baltimore
Location
Timonium, MD
Headquartered in Timonium, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Baltimore
- Address
- 30 E Padonia Rd
- Time zone
- ET (UTC-5)
- Office locations
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