Jba Financial Advisors
Jba Financial Advisors (CRD# 132149) is a financial advisory firm headquartered in Lutherville-Timonium, MD. They manage $8,309,477 in 41 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts41ACCOUNTS
Average Account Value$202,670
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
John Berzellini (CRD# 2140196) is an Investment Advisor Representative working at Jba Financial Advisors in Phoenix, MD and has over 22 years of experience in the finance industry. John Berzellini has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.