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JB WEALTH ADVISORS LLC

NASHVILLE, TN · CRD 328441 · IAPD ↗ · 615-560-8268

$0Regulatory AUM
1Advisory reps
3Employees
3Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

35
December 2025 — JB WEALTH ADVISORS LLC moved its main office from NORFOLK, VA to NASHVILLE, TN.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
40
December 2025 — JB WEALTH ADVISORS LLC shrank from 2 to 0 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2025 — JB WEALTH ADVISORS LLC reported RAUM up 184% ($11.2M -> $31.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
December 2024 — JB WEALTH ADVISORS LLC moved its main office from NASHVILLE, TN to NORFOLK, VA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
42
September 2024 — JB WEALTH ADVISORS LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — JB WEALTH ADVISORS LLC added office(s): 1 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2024 — JB WEALTH ADVISORS LLC notice-filed in AR, LA, NJ, NV, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — JB WEALTH ADVISORS LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

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