# JBA Financial Advisors

> JBA Financial Advisors is a state-registered investment advisory firm in Timonium, MD, registered since 2007, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 12, 2026.

- CRD: 132149
- Filed as: JBA FINANCIAL ADVISORS
- Legal name: JBA Financial Advisors, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Timonium, MD
- Filing period: October 2026
- Form ADV filing dated: January 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/132149
- AdvisorCensus page: https://advisorcensus.com/firm/jba-financial-advisors-timonium-md-132149

## Quick answers

**How is JBA Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), JBA Financial Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is JBA Financial Advisors located?**
JBA Financial Advisors' principal office is in Timonium, MD, according to its Form ADV.

**Is JBA Financial Advisors registered with the SEC or a state?**
JBA Financial Advisors is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 132149.

**How much does JBA Financial Advisors manage?**
JBA Financial Advisors reports $30,619,340 in regulatory assets under management in its Form ADV filing dated January 12, 2026 (100% discretionary).

**What types of clients does JBA Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12); high net worth individuals (7); charitable organizations (1).

**Does JBA Financial Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/132149

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $30,619,340
- Discretionary: $30,619,340
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $7,797,116 |
| High net worth individuals | 7 | $22,778,162 |
| Charitable organizations | 1 | $44,062 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2007 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jbafinancialadvisors.com
- Facebook @JBAFinancialAdvisors

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JBA Financial Advisors (CRD 132149): Form ADV filing data as of October 2026.