Jlb & Associates Inc.

Jlb & Associates Inc. (CRD# 104655) is a financial advisory firm headquartered in Plymouth, MI. They manage $403,662,312 in 229 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
44670 Ann Arbor Rd, Ste 190, Plymouth, MI 48170
http://www.jlbinvest.com
By the Numbers
  • Total Assets Under Management
    404
    MILLION
  • Total Number of Accounts
    229
    ACCOUNTS
  • Average Account Value
    $1,762,718
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
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.

FL, MI

Financial Advisors at Jlb & Associates Inc.
Showing 1 - 3 of 3 top financial advisors.
1
James Bashaw, financial advisor Plymouth MI
James E. Bashaw
CRD#: 4907540
44670 Ann Arbor Rd, Ste 190, Plymouth, MI 48170
93
Wealthminder
score

James Bashaw (CRD# 4907540) is an Investment Advisor Representative working at Jlb & Associates Inc. in Plymouth, MI and has over 7 years of experience in the finance industry.

2
James Bashaw, financial advisor Plymouth MI
James L. Bashaw
CRD#: 2706078
44670 Ann Arbor Road, Suite 190, Plymouth, MI 48170
90
Wealthminder
score

James Bashaw (CRD# 2706078) is an Investment Advisor Representative working at Jlb & Associates Inc. in Plymouth, MI and has 1 year of experience in the finance industry.

3
Christopher Szydlowski, financial advisor Plymouth MI
Christopher R. Szydlowski
CRD#: 5771727
44670 Ann Arbor Rd, Ste 190, Plymouth, MI 48170
90
Wealthminder
score

Christopher Szydlowski (CRD# 5771727) is an Investment Advisor Representative working at Jlb & Associates Inc. in Plymouth, MI and has 1 year 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals