J
CRD: 139373
JB Financial Services, Inc.
Omaha, NE
4025783835
$36.9M Total AUM
$36.9M Disc. AUM
-- 3Y CAGR
1 Employees
71 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-28-2006
- Office Locations
- 1
Office Locations
-- Omaha NE
About JB Financial Services, Inc.
JB Financial Services, Inc. is a Omaha-based RIA. The firm has been operating for 20 years. Managing $36.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Insurance.
Team overview
-- AVG AGE
$36.9M AVG AUM / ADVISOR
$520.0K AVG AUM / CLIENT
15.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Fusion Legacy vertex Alpha quantum Vital vertex
Investment Themes
Ridge pioneer Capital zenith
Investment Vehicles
Quantum
Services
Ridge Summit Crest signal Element
Owner & Executives
JEFFREY GEORGE MATUELLA
President
- CRD
- #2697434
- Ownership
- 75% or more
(930) 356-3438
focus.insight@insightcapital.com
in linkedin.com/in/ember-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,917,844 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,917,844 | -- |
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Separately Managed Accounts
Total SMA Asset: $36,917,844
Public Funds:
35.8% Equity - Exchange:
37.7% U.S. Government/Agency:
26.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,176,020,063 | 35.8% |
| Equity - Exchange | $3,344,579,787 | 37.7% |
| U.S. Government/Agency | $2,350,964,571 | 26.5% |
| Total | $8,871,564,421 | 100.0% |