# JB Wealth Advisors LLC

> JB Wealth Advisors LLC is an SEC-registered investment advisory firm in Nashville, TN, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated May 5, 2026.

- CRD: 328441
- Filed as: JB WEALTH ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Nashville, TN
- Filing period: October 2026
- Form ADV filing dated: May 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328441
- AdvisorCensus page: https://advisorcensus.com/firm/jb-wealth-advisors-llc-nashville-tn-328441

## Quick answers

**How is JB Wealth Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), JB Wealth Advisors LLC reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is JB Wealth Advisors LLC located?**
JB Wealth Advisors LLC's principal office is in Nashville, TN, according to its Form ADV; the June 2025 filing also lists 1 other office (Schedule D, Section 1.F).

**Is JB Wealth Advisors LLC registered with the SEC or a state?**
JB Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 328441.

**How have JB Wealth Advisors LLC's assets and staff changed since 2024?**
In the Form ADV data for JB Wealth Advisors LLC: Regulatory assets under management: $11,165,602 in the October 2024 data and $31,746,168 in the October 2025 data, up 184%. Total employees: 14 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Does JB Wealth Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328441

**What changed in JB Wealth Advisors LLC's recent Form ADV filings?**
In the June 2026 filing data: Employees performing advisory functions went from 0 to 1.

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2023 (2 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI, NJ, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2025 filing
- Nashville, TN

### Websites listed on Form ADV (Item 1.I)
- jbwealthadvisors.com
- LinkedIn @jb-wealth-advisors
- YouTube @JBWealthadvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $11,165,602 | 14 | August 5, 2024 |
| October 2025 | $31,746,168 | 7 | May 7, 2025 |
| October 2026 | Not reported | 3 | May 5, 2026 |

Regulatory assets under management: $11,165,602 in the October 2024 data and $31,746,168 in the October 2025 data, up 184%.
Total employees: 14 in October 2024 and 3 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Employees performing advisory functions went from 0 to 1.

### December 2025
- Employees performing advisory functions went from 2 to 0.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JB Wealth Advisors LLC (CRD 328441): Form ADV filing data as of October 2026.