JBA FINANCIAL ADVISORS

Overview

JBA Financial Advisors is a small, independent registered investment adviser operating as a corporation and run by an individual owner. The firm acts as a capital allocator for a concentrated client base composed of individuals, families and small institutional relationships. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers when clients need third-party managers or specialized strategies. Investment activity is skewed toward equities, with a clear preference for non‑exchange traded equity exposures and separately managed account strategies. JBA Financial Advisors also places client capital into private placements and real estate through third‑party alternative managers, indicating willingness to use illiquid, higher‑return-oriented strategies where appropriate. Fee arrangements are flexible and include percentage of AUM, hourly charges and fixed fees.

Assets & Accounts

Investments & Alternatives

Location & Offices