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JBA FINANCIAL ADVISORS

JBA FINANCIAL ADVISORS, INC.

CRD 132149

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30 EAST PADONIA ROAD, SUITE 301, TIMONIUM, MD, 21093, United States

Phone

410-584-1491

Fax

410-584-1492

Registration

— (—)

Source

State registered

Total AUM

$30.6M

Discretionary AUM

$30.6M

Team

1 total employees; 1 advisory reps; 20 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE BASED ON ASSET BASED FINANCIAL PLANNING

Org form

Corporation

Filing date

2026-01-12

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals12$7.8M
High net worth individuals7$22.8M
Charitable organizations1$44K

All web addresses on file

Official SEC filing: View on IAPD