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JB INVESTMENTS MANAGEMENT, LLC

· CRD 309067 · IAPD ↗ · 610-917-8717

$773.4MRegulatory AUM
4Advisory reps
5Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — JB INVESTMENTS MANAGEMENT, LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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