RIA Intel›Advisers›Nebraska›JB FINANCIAL SERVICES, INC.

JB FINANCIAL SERVICES, INC.

Advisory

NE

Data as of Jan 16, 2026 · Source: SEC Form ADV

Rank in NE

#128

of 134 advisers by AUM

Average account

$232K

across 159 accounts

AUM per adviser

$37M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 16, 2026.

Total AUM

$37M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$37M

Discretionary AUM$37M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients71

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIA, NE, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

71 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in NE

Closest by assets under management. All figures from Form ADV.

RUTHERFORD INVESTMENT MANAGEMENT, INC.

$38M

BRIDGES EDSON LOWELL II

$35M

RUTHERFORD, GREGORY A.

$33M

GUIDE ROCK CAPITAL MANAGEMENT, INC.

$41M

JAMES STUART, III

$41M

PROFESSIONAL FINANCIAL ADVISORS, LLC

NORTH PLATTE, NE

$32M

Get the full picture on JB FINANCIAL SERVICES, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track JB FINANCIAL SERVICES, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans