RIA Intel›Advisers›Pennsylvania›JSBJ ENTERPRISES, INC.

JSBJ ENTERPRISES, INC.

Advisory

NEWTOWN, PA

Data as of Apr 21, 2026 · Source: SEC Form ADV

Rank in PA

#1,328

of 1,528 advisers by AUM

Average account

$185K

across 63 accounts

AUM per adviser

$12M

1 adviser

Source: SEC Form ADV. Figures as filed Apr 21, 2026.

Total AUM

$12M

Discretionary %

100%

Clients

34

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients34

Team

Total Employees2

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndSeptember

Operates InPA

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

34 clients

2 high-net-worth

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

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Advisers of similar size in PA

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

AEQUITAS EQUITAS WEALTH MANAGEMENT LLC

$12M

PREMIER PROSPERITY ADVISORS LLC

$12M

FIRST FINANCIAL SECURITY, LLC

$12M

OSTROSKI PATRICIA MARIE

PHILADELPHIA, PA

$12M

-55.7% 1Y

BERT RIDDELL CRAMER, INVESTMENT ADVISER

$12M

ACE WEALTH MANAGEMENT, LLC

$12M

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