Jb Financial Services, Inc.

Jb Financial Services, Inc. (CRD# 139373) is a financial advisory firm headquartered in Omaha, NE. They manage $19,657,589 in 62 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $317,058
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA, NE, TX

Financial Advisors at Jb Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey G. Matuella
CRD#: 2697434
8420 West Dodge Road, Suite 320e, Omaha, NE 68114
93
Wealthminder
score

Jeffrey Matuella (CRD# 2697434) is an Investment Advisor Representative working at Jb Financial Services, Inc. in Omaha, NE and has over 16 years of experience in the finance industry.

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