JB Wealth is an independent educational and referral platform. We help individuals get recommendations on their asset allocation and in certain instances, connect them to licensed financial professionals who specialize in retirement planning, income and tax strategies and wealth preservation.
We don’t manage your money. We provide educational resources and offer you the opportunity to connect with a professional who can assist you.
We don’t manage your money. We provide educational resources and offer you the opportunity to connect with a professional who can assist you.
JB Wealth Advisors, LLC (“JB Wealth Advisors”) is an investment adviser registered with the U.S. Securities and Exchange Commission and operates under the SEC’s Internet Investment Adviser exemption (Rule 203A-2(e)). Registration does not imply a certain level of skill or training. Our services are limited to (i) providing an automated Retirement Asset Allocation Score for general educational purposes and (ii) introduce users, on request, to unaffiliated fiduciary investment advisers (“Participating Advisers”). The Score and related content are not individualized investment, tax, or legal advice and do not constitute an offer to buy or sell any security. JB Wealth Advisors does not provide portfolio management services, execute trades, or maintain custody of client assets. We receive marketing fees from Participating Advisers when users become and remain their clients. All investing involves risk, including possible loss of principal. Past performance does not guarantee future results. The existence of a fiduciary duty does not eliminate potential conflicts of interest. You should consult your own financial, tax, and legal advisers before making any investment decisions. Use of this site constitutes acceptance of our Terms of Service and Privacy Policy.
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