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JB INVESTMENTS MANAGEMENT, LLC

Advisory

N·

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$773M
1-Year AUM Growth
-9.6%
3-Year CAGR
-27.9%
Employees
4
Assets Under Management
Total AUM$773M
Discretionary AUM$773M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients2
Team
Total Employees4
Investment Advisers5
Employee Growth (1Y)+50.0%
Filing History
Total Filings on Record13
First FilingApr 16, 2020
Latest FilingMar 30, 2026
🔒 Full AUM trend chart and 13 historical filings spanning 6+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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