Jon Basha is a registered investment advisor at Jb Advisory LLC, based in Scottsdale, AZ, with 2 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
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Location
Scottsdale, AZ
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Current Registrations
Jb Advisory LLC
January 2024 - Present · 2 yrs 4 mos
State Registrations1 state
AZ
Advisor
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Exams
No exam information available for this advisor.