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Frequently Asked Questions
Below are some frequently asked financial services questions.
If you don’t see your question listed below, feel free to reach out to us.
Who is Advisory Alpha and what is their relationship with JB Wealth Advisors?
Advisory Alpha is an Investment Management firm with over 40 years of Investment Management experience. JB Wealth Advisors has a strategic partnership with Advisory Alpha so that together we can make a positive impact on the financial lives of every client we serve. Talk to your JB Wealth Investment Advisor to learn more about what we can do to help you reach your financial goals, together.
To learn more about Advisory Alpha click here
To learn more about Advisory Alpha click here
Who is Fidelity Investments and what is their relationship with JB Wealth Advisors?
Fidelity is a national investment firm and custodian that is home to many people’s retirement and investment accounts.
Fidelity is the preferred Broker-Custodian of JB Wealth Advisors and our clients.
Fidelity is the preferred Broker-Custodian of JB Wealth Advisors and our clients.
How do I log in to see my accounts?
JB Wealth offers two online reporting methods for our clients. The JB Wealth Client Portal provides daily reports on your accounts. Here, you can access performance reports, portfolio appraisals, realized gains and losses, and more. We also offer access to your monthly statements, portfolio holdings, account activity, tax statements and trade confirmations, direct from Fidelity.
For more information and to access your accounts please head to our Client Access Hub
How do I obtain my tax documents (1099's, Gain/Loss reports) for my annual tax return?
Most 1099 statements are mailed to clients by the end of February. Fidelity mails these documents directly to you; however, you are able to access these documents online via the Fidelity Login as soon as they are made available. Your realized gain/loss report will be mailed separately, and both documents can be used in preparing your taxes.
What is Form ADV?
Advisors use the Form ADV to register as an investment advisor with the Securities and Exchange Commission (SEC). This is a legal document that ensures we are Registered Investment Advisors (RIAs). The Form ADV has three parts.
For more information about Form ADV click here
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Copyright © 2024, JB Wealth Advisors. All rights reserved. Investment advisory services offered through JB Wealth Advisor, LLC, a SEC Registered Investment Advisor.
Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns.
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Copyright © 2024, JB Wealth Advisors. All rights reserved. Investment advisory services offered through JB Wealth Advisor, LLC, a SEC Registered Investment Advisor.
Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns.