JLB & Associates Inc

Overview

JLB & Associates Inc is an independent, privately owned registered investment adviser that provides fee-based portfolio management primarily to individuals and families, along with small business clients. The firm is SEC-registered and has been so since 1983. Its business model centers on percentage-of-AUM billing and direct portfolio management rather than operating as a capital allocator or multimanager platform. Advisory activity is focused on discretionary portfolio management for individual and small-business clients. The firm does not identify as an active ESG investor and does not position itself as a pension consultant or family-office provider.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices