JB Financial Services, Inc.

Overview

JB Financial Services, Inc. is a small, privately owned advisory firm that focuses on discretionary portfolio management for individuals and small businesses. The firm bills its services as a percentage of assets under management and concentrates its client work on individual and family relationships rather than institutional consulting. Investment activity centers on publicly offered pooled vehicles—primarily mutual funds—with portfolio construction that appears designed to deliver diversified equity and fixed-income exposures through third‑party managers. JB Financial Services does not identify as an active ESG investor and operates as a single-state, single-office adviser. The firm runs fully discretionary mandates, which suggests the adviser constructs and rebalances client portfolios on an ongoing basis rather than acting only in an advisory or model-delivery role. Given the client base and average household sizes, strategies are likely positioned to balance growth and income objectives, with access to both liquid public funds and a suite of alternative strategies for clients with suitable risk and liquidity profiles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices