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- Custodian
- Charles Schwab & Company · RBC
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-27-1983
- Office Locations
- 1
Office Locations
About JLB & Associates INC
JLB & Associates, Inc. is a Michigan-registered RIA providing investment management and custom portfolio construction for client relationships. Portfolios are built around each client’s objectives using bonds, common stocks, or a blend, guided by a proprietary quantitative security selection process. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between November 14, 2025 and April 3, 2026, reported AUM increased 5.2%, from $848.4M to $892.7M.
Across 5 reported observations, AUM increased 8.3% between March 15, 2022 and April 3, 2026, from $824.1M to $892.7M.
Of the latest reported AUM, 93.9% is discretionary and 6.1% is non-discretionary.
The firm reports 3 advisory representatives and 291 clients, or 97 clients per representative. That equates to $3.1M in reported AUM per client.
The profile lists 1 reported office location and 43 years in operation. The source data was last updated on April 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
JAMES EDWARD BASHAW
Chief Compliance Officer, President
- CRD
- #4907540
- Ownership
- 75% or more
CHRISTOPHER RALPH SZYDLOWSKI
SENIOR VICE PRESIDENT, Vice President
- CRD
- #5771727
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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TYLER JAMES BASHAW
Portfolio Analyst
- CRD
- #6908981
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $838,336,918 | $1,602,939 |
| Non-Discretionary | $54,351,999 | $2,013,037 |
| Total | $892,688,917 | $1,623,071 |
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Separately Managed Accounts
SMA allocation detail is available
JLB & Associates INC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
JLB & Associates INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.