# JBP Financial LLC

> JBP Financial LLC is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 21, 2026.

- CRD: 321170
- Filed as: JBP FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Rhode Island
- Filing period: October 2026
- Form ADV filing dated: January 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/321170
- AdvisorCensus page: https://advisorcensus.com/firm/jbp-financial-llc-321170

## Quick answers

**How is JBP Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), JBP Financial LLC reports these compensation arrangements: a percentage of assets under its management.

**Is JBP Financial LLC registered with the SEC or a state?**
JBP Financial LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 321170.

**How much does JBP Financial LLC manage?**
JBP Financial LLC reports $20,000,000 in regulatory assets under management in its Form ADV filing dated January 21, 2026 (0% discretionary).

**What types of clients does JBP Financial LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (43); high net worth individuals (10).

**Does JBP Financial LLC 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/321170

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $20,000,000
- Discretionary: $0
- Non-discretionary: $20,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $7,000,000 |
| High net worth individuals | 10 | $13,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: RI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JBP Financial LLC (CRD 321170): Form ADV filing data as of October 2026.