JBB Financial, LLC provides financial planning services to clients on an individualized basis, including a written financial plan and ongoing consultations. JBB Financial also refers clients to third-party investment advisors, receiving compensation from those advisors for the referrals and ongoing services. Clients sign advisory agreements directly with the third-party investment advisors.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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.
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