Jlb & Associates Inc.

Jlb & Associates Inc. (CRD# 104655) is a financial advisory firm headquartered in Plymouth, MI. They manage $375,545,810 in 246 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    376
    MILLION
  • Total Number of Accounts
    246
    ACCOUNTS
  • Average Account Value
    $1,526,609
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, WI

Financial Advisors at Jlb & Associates Inc.
Showing 1 - 3 of 3 top financial advisors.
1
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 6 years of experience in the finance industry.

2
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 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.

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