Multi-Family OfficeRIA · CRD 328441SEC-Registered

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JB Wealth Advisors

JB Wealth Advisors LLC is an SEC-registered investment adviser in Nashville, TN, registered since 2023. The firm has 3 employees and 1 investment adviser.

JB Wealth Advisors

JB Wealth Advisors LLC is an SEC-registered investment adviser in Nashville, TN, registered since 2023. The firm has 3 employees and 1 investment adviser. It is based in Nashville, TN.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

Frequently asked questions

What investment stages or asset classes does the firm target?

The firm's public communications suggest a broad advisory mandate spanning public equities, fixed income, and alternative investments, including private market strategies. Without a disclosed private-market fund series, stage-specific targeting (such as seed or growth equity) is executed through allocations to external venture capital and private equity managers rather than direct lead underwriting by the firm.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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