JB Wealth Advisors provides algorithmic investment advice through an online platform. JB Wealth Advisors refers users to third-party managers (TPMs) for investment management services. JB Wealth Advisors does not manage client assets or provide individualized advice. Human interaction is limited to technical or onboarding support. Users are not required to use the recommended TPMs.
Assets Under Management$32M
ClientsN/A
Advisors1
Avg. per Client$290K
Avg. per Advisor$32M
www.youtube.com/@jbwealthadvisors ·www.linkedin.com/company/jb-wealth-advisors?trk... ·jbwealthadvisors.com
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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