Brian Thomas is a registered investment advisor at Jbb Financial, LLC, based in Newbury Park, CA, with 15 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
JBB Financial does not directly manage investments. Instead, JBB Financial refers clients to third-party investment advisors. JBB Financial receives a portion of the advisory fee paid by the client to the third-party investment advisor.
Location
Newbury Park, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Jbb Financial, LLC
State Registrations1 state
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