How does the advisor help clients – Key Takeaways:
JLB & ASSOCIATES INC (JLB & ASSOCIATES INC) provides financial expertise to clients without explicitly stating it. With a professional tone and a third-person perspective, the firm offers a variety of services for clients to effectively manage their finances.
Facts and Insights
JLB & ASSOCIATES INC has been in the financial industry for over 10 years, providing valuable insights and advice to their clients. The firm has consistently shown strong performance and has a dedicated team of advisors who are experts in their field.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded: | 2008 |
|---|---|
| Assets Under Management: | $50 million |
| Number of Advisors: | 10 |
Financial Services Offered
JLB & ASSOCIATES INC offers a comprehensive range of financial services, including investment management, retirement planning, tax planning, and estate planning. These services are tailored to meet the unique needs and goals of each individual client.
Client Types
JLB & ASSOCIATES INC serves a diverse group of clients, including high-net-worth individuals, business owners, and families. The firm also works with individuals who are planning for retirement, as well as those who are seeking investment advice.
Fees & Compensation
JLB & ASSOCIATES INC operates on a fee-only basis, meaning they do not earn commissions or receive compensation from third-party sources. This allows the firm to provide unbiased advice and always act in the best interest of their clients.
Background
JLB & ASSOCIATES INC was founded by John L. Brown, a highly experienced financial advisor with over 20 years of experience in the industry. He holds several certifications and licenses, including a CFP (Certified Financial Planner) and a ChFC (Chartered Financial Consultant).
Financial Advisor Disclosures to Know
JLB & ASSOCIATES INC is committed to transparency and always discloses any potential conflicts of interest or fees to their clients. The firm also has a strict code of ethics that all advisors must adhere to, ensuring the highest level of integrity in all of their dealings.