JB Wealth Advisors operates an interactive website that provides automated asset allocation advice through an online assessment tool. JB Wealth Advisors does not manage money directly or provide personalized ongoing portfolio management. Instead, the firm acts as a referral service, connecting individuals with third-party investment managers who can manage their portfolios. When a user chooses to work with a recommended third-party manager, JB Wealth Advisors receives a referral fee paid directly by that manager, typically as a portion of the manager's fee or a flat amount. Users are never charged any fees directly by JB Wealth Advisors. The firm's founders also operate an insurance agency and provide sales training, which creates potential financial incentives regarding insurance recommendations, though clients are under no obligation to purchase insurance products.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.