JB WEALTH ADVISORS LLC
CRD #328441 SEC #801-128956 NASHVILLE, TN 615-560-8268
SEC Registered
Total AUM
--
Discretionary
--
Employees
3
Clients
--
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $31.7M | $31.7M | $0 | 7 | 0 |
| Apr 2025 | $31.7M | $31.7M | $0 | 7 | 0 |
| Apr 2025 | $31.7M | $31.7M | $0 | 7 | 0 |
| Apr 2025 | $31.7M | $31.7M | $0 | 7 | 0 |
| Mar 2025 | $31.7M | $31.7M | $0 | 7 | 0 |
| Mar 2025 | $11.2M | $11.2M | $0 | 7 | 0 |
| Jan 2025 | $11.2M | $11.2M | $0 | 7 | 0 |
| Nov 2024 | $11.2M | $11.2M | $0 | 7 | 0 |
| Aug 2024 | $11.2M | $11.2M | $0 | 14 | 0 |
| Mar 2024 | $11.2M | $11.2M | $0 | 14 | 0 |
| Oct 2023 | $0 | $0 | $0 | 2 | 0 |
| Oct 2023 | $0 | $0 | $0 | 2 | 0 |
| Oct 2023 | $0 | $0 | $0 | 2 | 0 |
| Sep 2023 | $0 | $0 | $0 | 2 | 0 |
DateMay 2025
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees7
Clients0
DateApr 2025
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees7
Clients0
DateApr 2025
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees7
Clients0
DateApr 2025
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$11.2M
Discretionary$11.2M
Non-Disc.$0
Employees7
Clients0
DateJan 2025
Total AUM$11.2M
Discretionary$11.2M
Non-Disc.$0
Employees7
Clients0
DateNov 2024
Total AUM$11.2M
Discretionary$11.2M
Non-Disc.$0
Employees7
Clients0
DateAug 2024
Total AUM$11.2M
Discretionary$11.2M
Non-Disc.$0
Employees14
Clients0
DateMar 2024
Total AUM$11.2M
Discretionary$11.2M
Non-Disc.$0
Employees14
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0