JBY FINANCIAL PLANNING

JBY FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 329299). Regulatory assets under management: $730K.

Registration

• CRD: 329299
• Type: Registered investment adviser
• Phone: 715-965-0058
• Latest filing: 2026-03-31
• Regulatory AUM: $730K
• Discretionary AUM: $730K
• Clients: 1
• Accounts: 21

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329299 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search