JLB & ASSOCIATES INC

CRD 104655 · SEC 801-19434

44670 ANN ARBOR RD, STE 190, PLYMOUTH, MI, 48170-4088, United States

Phone

734-454-9191

Fax

734-454-9194

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$892.7M

Discretionary AUM

$838.3M

Team

4 total employees; 3 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-04-03

Disciplinary history

Services

Portfolio management (individuals)

Type	Clients	AUM
Individuals	127	$63.2M
High net worth individuals	164	$829.5M

CA, MI, OH, TX, FL

Official SEC filing: View on IAPD