SourcingSourcing

JB WEALTH ADVISORS LLC

C26
CRD 328441·SEC 801-128956·NASHVILLE, TN
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JB WEALTH ADVISORS LLC
CRD
328441
SEC file #
801-128956
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
3
Advisory staff (per ADV)
0
Advisory staff (5-yr trend)
—
Primary office
NASHVILLE TN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Other Advisory Services
Fee basis
Other Compensation

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
youtube.com/@jbwealthadvisors

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JB FINANCIAL GROUP LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
JB FINANCIAL GROUP LLC
FISHER, BRIAN, JOHN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:youtube.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1273
Soi Zip Pct 200k Plus
0.0318
Soi Zip Returns 200k Plus
240
Soi Zip Total AGI
510,379
Fdic Zip Total Deposits
2,978,584,000
Fdic Zip Branch Count
79
Fdic Zip Top Banks
Fourth Capital Bank
SunTrust Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
First Union National Bank of TennesseeNashville, TN
Nashville Bank of CommerceNashville, TN
Fdic Zip HHI
1701.74
Fdic Zip Top Bank Share Pct
26.23
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI33,350
Returns2,580
Stub 2
AGI78,043
Returns2,120
Stub 3
AGI77,226
Returns1,260
Soi Zip Total Business Income
34,000
Soi Zip Total Cap Gains
25,079
Soi Zip Total Dividends
7,594
Soi Zip Total Returns
7,540
Trust Company Affiliate
No

People (2)

2
FISHER, BRIAN, JOHN
IAR · Executive Officer · 2.5%
7813820
FISHER, JAMES, EDWARD
Executive Officer · 2.5%
7813819