JB FINANCIAL SERVICES, INC.

JB FINANCIAL SERVICES, INC. is an SEC-registered investment adviser (CRD 139373). Regulatory assets under management: $36.9M.

Registration

• CRD: 139373
• Type: Registered investment adviser
• Phone: (402) 578-3835
• Latest filing: 2026-01-16
• Regulatory AUM: $36.9M
• Discretionary AUM: $36.9M
• Clients: 1
• Accounts: 159

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 139373 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search