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JBA Financial Advisors
JBA Financial Advisors is a state-registered investment adviser in Timonium, MD. The firm manages approximately $31 million in regulatory assets.
Overview
JBA Financial Advisors is a state-registered investment adviser in Timonium, MD. The firm manages approximately $31 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
2002
Location
Region
North America
Country
United States
City
Chicago
Corporate office
Chicago, IL, United States
Principals
James B. Andreoli
Founder and Managing Director
Sector focus
Frequently asked questions
Who makes investment decisions at JBA Financial Advisors?
James B. Andreoli, the firm's founder and managing director, chairs the investment committee. The committee evaluates all manager selections and direct allocations. Andreoli's background blends financial advisory and operational experience, which shapes the firm's emphasis on durable cash-flow-generating assets.
How does JBA Financial Advisors source direct investment opportunities?
The firm relies on a longstanding network of brokers, developers, and private credit originators concentrated in the Midwest and Sun Belt. Because principals have deep local relationships rather than a centralized institutional sourcing platform, deal flow tends to be smaller, off-market, and relationship-dependent.
Which asset classes does JBA explicitly avoid?
The firm has publicly signaled a conservative posture that avoids speculative venture capital, distressed emerging-market debt, and any strategy dependent on short-term trading gains. Client portfolios are constructed around income generation and long-term capital preservation rather than outsized absolute returns.
What is JBA's known posture on co-investment alongside external managers?
JBA does not market a formal co-investment program. The firm evaluates direct real estate and private credit opportunities on a deal-by-deal basis for interested families, but it does not pool client capital into a commingled co-investment vehicle.
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