JLB & ASSOCIATES INC
CRD #104655 SEC #801-19434 PLYMOUTH, MI 734-454-9191
SEC Registered
Total AUM
$848.4M
Discretionary
$848.4M
Employees
5
Clients
--
Accounts
304
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $848.4M | $848.4M | $0 | 5 | 0 |
| Feb 2025 | $848.4M | $848.4M | $0 | 5 | 0 |
| Jan 2024 | $823.5M | $823.5M | $0 | 5 | 0 |
| Feb 2023 | $738.1M | $738.1M | $0 | 5 | 0 |
| Mar 2022 | $824.1M | $824.1M | $0 | 5 | 0 |
| Feb 2022 | $824.1M | $824.1M | $0 | 5 | 0 |
| Feb 2021 | $714.7M | $714.7M | $0 | 5 | 0 |
| May 2020 | $631.4M | $631.4M | $0 | 5 | 0 |
| Feb 2020 | $631.4M | $631.4M | $0 | 5 | 0 |
| Feb 2019 | $483.1M | $483.1M | $0 | 5 | 0 |
| Mar 2018 | $500.3M | $500.3M | $0 | 4 | 0 |
| Dec 2017 | $403.7M | $403.7M | $0 | 3 | 0 |
| Sep 2017 | $403.7M | $403.7M | $0 | 3 | 200 |
| Apr 2017 | $403.7M | $403.7M | $0 | 3 | 200 |
| Jan 2017 | $422.8M | $422.8M | $0 | 3 | 200 |
| Jan 2016 | $375.5M | $375.5M | $0 | 3 | 200 |
| Jan 2015 | $350.1M | $350.1M | $0 | 3 | 200 |
| Jan 2014 | $294.1M | $294.1M | $0 | 3 | 200 |
| Oct 2013 | $241M | $241M | $0 | 3 | 200 |
| Oct 2013 | $241M | $241M | $0 | 3 | 200 |
| Jan 2013 | $440M | $440M | $0 | 3 | 200 |
| Jan 2013 | $440M | $440M | $0 | 3 | 200 |
| Jan 2012 | $393.1M | $393.1M | $0 | 1 | 200 |
| Feb 2011 | $348.4M | $348.4M | $0 | 5 | -- |
| Feb 2011 | $348.4M | $348.4M | $0 | 5 | -- |
| Jan 2010 | $295.6M | $295.6M | $0 | 5 | -- |
| Jan 2008 | $349.8M | $349.8M | $0 | 5 | -- |
| Jan 2007 | $313.6M | $313.6M | $0 | 5 | -- |
| Nov 2006 | $269.2M | $269.2M | $0 | 5 | -- |
| Jan 2006 | $269.2M | $269.2M | $0 | 5 | -- |
| Jan 2005 | $269.8M | $269.8M | $0 | 10 | -- |
| Jan 2004 | $207M | $207M | $0 | 10 | -- |
DateNov 2025
Total AUM$848.4M
Discretionary$848.4M
Non-Disc.$0
Employees5
Clients0
DateFeb 2025
Total AUM$848.4M
Discretionary$848.4M
Non-Disc.$0
Employees5
Clients0
DateJan 2024
Total AUM$823.5M
Discretionary$823.5M
Non-Disc.$0
Employees5
Clients0
DateFeb 2023
Total AUM$738.1M
Discretionary$738.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$824.1M
Discretionary$824.1M
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$824.1M
Discretionary$824.1M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$714.7M
Discretionary$714.7M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$631.4M
Discretionary$631.4M
Non-Disc.$0
Employees5
Clients0
DateFeb 2020
Total AUM$631.4M
Discretionary$631.4M
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$483.1M
Discretionary$483.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$500.3M
Discretionary$500.3M
Non-Disc.$0
Employees4
Clients0
DateDec 2017
Total AUM$403.7M
Discretionary$403.7M
Non-Disc.$0
Employees3
Clients0
DateSep 2017
Total AUM$403.7M
Discretionary$403.7M
Non-Disc.$0
Employees3
Clients200
DateApr 2017
Total AUM$403.7M
Discretionary$403.7M
Non-Disc.$0
Employees3
Clients200
DateJan 2017
Total AUM$422.8M
Discretionary$422.8M
Non-Disc.$0
Employees3
Clients200
DateJan 2016
Total AUM$375.5M
Discretionary$375.5M
Non-Disc.$0
Employees3
Clients200
DateJan 2015
Total AUM$350.1M
Discretionary$350.1M
Non-Disc.$0
Employees3
Clients200
DateJan 2014
Total AUM$294.1M
Discretionary$294.1M
Non-Disc.$0
Employees3
Clients200
DateOct 2013
Total AUM$241M
Discretionary$241M
Non-Disc.$0
Employees3
Clients200
DateOct 2013
Total AUM$241M
Discretionary$241M
Non-Disc.$0
Employees3
Clients200
DateJan 2013
Total AUM$440M
Discretionary$440M
Non-Disc.$0
Employees3
Clients200
DateJan 2013
Total AUM$440M
Discretionary$440M
Non-Disc.$0
Employees3
Clients200
DateJan 2012
Total AUM$393.1M
Discretionary$393.1M
Non-Disc.$0
Employees1
Clients200
DateFeb 2011
Total AUM$348.4M
Discretionary$348.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$348.4M
Discretionary$348.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$295.6M
Discretionary$295.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$349.8M
Discretionary$349.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$313.6M
Discretionary$313.6M
Non-Disc.$0
Employees5
Clients--
DateNov 2006
Total AUM$269.2M
Discretionary$269.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$269.2M
Discretionary$269.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$269.8M
Discretionary$269.8M
Non-Disc.$0
Employees10
Clients--
DateJan 2004
Total AUM$207M
Discretionary$207M
Non-Disc.$0
Employees10
Clients--