JLB & Associates

Trust Score 95%
Trust Score info_outline

Last updated: August 11th, 2019. Data source: SEC filings.


JLB & Associates, federally registered in 1983, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 2 advisors. JLB & Associates manages $483.1 million and provides investment advisory services for 274 clients (1:137 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $300,000
Average Client Balance $1,763,047
Hybrid Advisor No
Disciplinary History No
Total AUM $483.1 million
Advisor / Client Ratio 1:137
Headquarters 44670 Ann Arbor RD, Ste 190 Plymouth, MI 48170-4088
SEC Filings Forms and Brochures    (CRD # 104655)
State(s) Registered FL, MI

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