Jb Wealth Advisors Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of May 05, 2026
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian John Fisher | Cco | Aug 2023 (3y) | Less than 5% | |
| Steven Michael Milligan | Manager/Iar | CFP | Nov 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Jbp Group, Llc | Owner | Aug 2023 | A | 75% or more |
| Jb Financial Group Llc | Owner | Jan 2024 | A | 75% or more |
| Juce Holdings Llc | Owner | Jan 2024 | B | ≈ 56.25% – 100% via Jb Financial Group Llc |
| Jbv Holdings, Llc | Majority Owner | Dec 2023 | B | ≈ 37.5% – 75% via Jbp Group, Llc |
Estimated effective ownership (look-through of filed bands):
- Juce Holdings Llc: 75% – 100% of Jb Financial Group Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Jbv Holdings, Llc: 50% – 75% of Jbp Group, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/05/2026 | 996 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • REFERRAL FEES FROM RIA(S)
Services
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $31.5M (99% of AUM) May 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 05, 2026.
View current Form ADV (SEC/IAPD) ↗