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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-01-2023
- Office Locations
- 1
Office Locations
About JBY Financial Planning
JBY Financial Planning is a fee-only, independent RIA based in Sun Prairie, WI, serving clients locally and nationwide via virtual advice. The firm provides comprehensive financial planning, investment management, and tax planning for educators, small business owners, and public sector workers. Client portfolios are often implemented with ETFs, and the firm also offers educational seminars and speaking engagements. Affiliations include CFP, NAPFA, and XY Planning Network.
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Owner & Executives
ERIC JOCHIMSEN
Chief Compliance Officer, FOUNDER, Retirement Plan Advisor
- CRD
- #6539442
- Ownership
- 50% but less than 75%
Kate Jochimsen
Co-founder, GENERAL PARTNER
- CRD
- --
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $729,649 | -- |
| Non-Discretionary | $0 | -- |
| Total | $729,649 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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