JLB & ASSOCIATES INC

Overview

JLB & Associates Inc. is a corporation that has been SEC-registered since 1983 and is owned by an individual. The firm serves primarily individual and family clients (and small-business portfolios) with fee-based portfolio management charged as a percentage of assets under management. Advisory activity centers on discretionary portfolio management rather than institutional consulting, and the firm does not self-identify as an active ESG investor or a multi-state adviser. JLB positions itself as an equity-centric manager: public, exchange-traded equities make up the bulk of its reported asset mix. The firm is not described as a capital allocator or pension consultant and does not report related-adviser relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives