# JBA Financial Advisors

JBA Financial Advisors is a Multi Family Office based in Chicago, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Chicago, United States
- **Region:** North America
- **Address:** Chicago, IL, United States
- **Founded:** 2002
- **Assets under management:** <$500M (Altss estimate)
- **Website:** jbafinancialadvisors.com

## Regulatory record

- **CRD number:** 132149
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/132149

## About

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.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds

## People

- James B. Andreoli — Founder and Managing Director

## 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.

## Related profiles

- [J. Williams Wealth Management](https://altss.com/profile/j-williams-wealth-management-llc)
- [DABK Financial Planning Services](https://altss.com/profile/dabk-financial-planning-services)

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Last updated: 2026-07-06T01:24:19.029Z

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