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JLB & ASSOCIATES INC

PLYMOUTH, MI · CRD 104655 · IAPD ↗ · jlbinvest.com · 734-454-9191

$892.7MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — JLB & ASSOCIATES INC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
December 2025 — JLB & ASSOCIATES INC notice-filed in CA, OH, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.