Jb Wealth Advisors Llc

11 WILLOW ST, Nashville, Tennessee 37210

SEC CRD#328441
Last ADV filed: 08/20/2025
Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Fee-Only Verified

Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.

Clean Disciplinary Record

No criminal, civil, or regulatory disclosures found in SEC or FINRA records.

No Conflicts Detected

Based on SEC filings, this firm does not sell insurance, operate as a broker-dealer, or offer proprietary products.

Fee Structure

AUM-Based Fee0.41%of assets under management

Detailed Fee Schedule

5,000,001 + - Negotiable The sub-adviser’s management fee is 0.41% and non-negotiable. The fee will be calculated and collected by the sub-adviser or co-adviser on a monthly basis, in arrears based on the average daily market value of the assets held in the accoun

Source: Form ADV Part 2 Brochure

Compensation Transparency

Based on SEC filings, this firm is compensated exclusively through client fees. No additional revenue from insurance sales, brokerage commissions, or proprietary products was disclosed.

Jb Wealth Advisors Llc — Fiduciary Advisor Profile | FiduciaryListings