Promoter Disclosure – JB Wealth Advisors LLC
Last Updated: August 14, 2025
- Status: JBW is acting as a promoter and is not a client of the advisers we may introduce.
- Compensation: If you hire a participating adviser, that adviser pays JBW (e.g., revenue share of its advisory fee).
- Conflict: This creates a conflict of interest because JBW has an incentive to refer you to advisers that pay us more.
How we’re paid (material terms)
- We may be compensated in the following way (paid by the adviser, not by you):
- Revenue share: If you become a client, the adviser pays JBW approximately 4.50%–16.50% of the advisory fee it charges you, for as long as you remain a client. Amounts vary by adviser and by your client advisory fee.
- Your advisory fees are not increased because of JBW’s compensation.
- Amounts vary by adviser. Adviser‑specific amounts are not quoted here. If we introduce you to a participating adviser, that adviser will send you its promoter disclosure with the exact amount it pays JBW, before you decide whether to become a client.
- When paid: Revenue share—ongoing while you’re a client of that adviser.
Conflicts of interest
Because JBW is compensated by participating advisers, we have a financial incentive to introduce advisers that pay us more or to introduce more prospects. We seek to mitigate this through disclosures, oversight of our referral program, and by allowing you to choose any adviser. We do not charge you for our introduction.
Other important information
JBW does not manage assets, does not provide individualized advice as part of this referral, and is not a party to your advisory agreement. You should not base your decision to work with a Participating Adviser solely on this endorsement and are encouraged to review the adviser’s Form ADV for more information.
