Jb Financial Services, Inc.

Jb Financial Services, Inc. (CRD# 139373) is a financial advisory firm headquartered in , . They manage $32,031,108 in 145 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $220,904
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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 Matuella, financial advisor Omaha NE
Jeffrey G. Matuella
CRD#: 2697434
Omaha, NE

Jeffrey Matuella (CRD# 2697434) is an Investment Advisor Representative working at Jb Financial Services, Inc. in Omaha, NE and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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