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RIA / WealthRegistered adviserno raum reportedSEC registeredRAUM none

JB WEALTH ADVISORS LLC

CRD 328441

NASHVILLE, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1d01de97-24c3-53b4-5b3e-95b663f72dfc

Data as of May 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 9
On other graphs: 0
Observed: Sep 25, 2023 to May 5, 2026
13 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $0Item 5.F on the latest filing (2026-05-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 1
Employees: 3
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 0
SEC number: 801-128956
CRD: 328441
Filings on the tape: 13
First filed: Sep 25, 2023
Latest filed: May 5, 2026
Organised: Limited Liability Company, TN

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRIAN JOHN FISHER	n/a	NASHVILLE, TN	1	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FISHER, BRIAN, JOHN	Cco	Na	yes	08/2023	Sep 25, 2023	Nov 26, 2024
JB FINANCIAL GROUP LLC	Owner	E	yes	01/2024	Nov 26, 2024	Nov 26, 2024
JBP GROUP, LLC	Owner	E	yes	08/2023	Sep 25, 2023	Nov 26, 2024
JUCE HOLDINGS LLC	Owner	E	yes	01/2024	Nov 26, 2024	Nov 26, 2024
JBV HOLDINGS, LLC	MAJORITY OWNER	D	no	12/2023	Sep 25, 2023	Nov 26, 2024
MILLIGAN, STEVEN, MICHAEL	MANAGER/IAR	Na	no	11/2024	Sep 25, 2023	Nov 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MIKE MILLIGAN, CFP LLC	n/a	n/a	n/a	Y	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
TRAVERSE CITY	Mi	United States	1	no
Nashville	Tn	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 3 of 4

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026	$0	$0	3	0	0	n/a	n/a
2024	Apr 24, 2025	$31.7M	$31.7M	7	2	2	n/a	n/a
2023	Mar 7, 2024	$11.2M	$11.2M	14	2	13	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$0	$31.7M	-100.0%	n/a	n/a	3	7	0	2

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ADVISORY ALPHA, LLC	2	Aug 20, 2025	Aug 21, 2025	NASHVILLE, TN	Team lift out	Other	66.7%

Relationships

Registered with (3)

← BRIAN JOHN FISHERAdvisorregistration: current employment
Apr 16, 2025 to presentfactForm ADV
← STEVEN MICHAEL MILLIGANAdvisorregistration: previous registration
Oct 26, 2023 to Aug 20, 2025factForm ADV
← SETH FRANTZAdvisorregistration: previous registration
Feb 20, 2024 to Aug 20, 2025factForm ADV

Owns (2)

← MILLIGAN, STEVEN, MICHAELOwnerMANAGER/IAR, ownership code NA, individual
Sep 25, 2023 to Nov 26, 2024factForm ADV
← JBV HOLDINGS, LLCOwnerMAJORITY OWNER, ownership code D, domestic entity
Sep 25, 2023 to Nov 26, 2024factForm ADV

Controls (4)

← FISHER, BRIAN, JOHNOwnerCCO, ownership code NA, individual
Sep 25, 2023 to Nov 26, 2024factForm ADV
← JB FINANCIAL GROUP LLCOwnerOWNER, ownership code E, domestic entity
Nov 26, 2024 to Nov 26, 2024factForm ADV
← JBP GROUP, LLCOwnerOWNER, ownership code E, domestic entity
Sep 25, 2023 to Nov 26, 2024factForm ADV
← JUCE HOLDINGS LLCOwnerOWNER, ownership code E, domestic entity
Nov 26, 2024 to Nov 26, 2024factForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 20, 2025
Team lift-out
2 advisors left JB Wealth Advisors LLC (Nashville, TN) for Advisory Alpha, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Aug 20, 2025
Advisor changed firm
Steven Michael Milligan left Jb Wealth Advisors Llc for Advisory Alpha, Llc (registered 2025-08-20)
Form ADVobserved 5 days ago
Occurred
Aug 20, 2025
Advisor changed firm
Seth Frantz left Jb Wealth Advisors Llc for Advisory Alpha, Llc (registered 2025-08-21)
Form ADVobserved 5 days ago
Occurred
Nov 26, 2024
Control person left
Edward James Fisher (Manager) no longer on Schedule A of Jb Wealth Advisors Llc (listed 2024-08-05, absent 2024-11-26)
Form ADVobserved 5 days ago
Occurred
Oct 25, 2023
Control person left
Michael Steven Milligan (Minority Owner) no longer on Schedule A of Jb Wealth Advisors Llc (listed 2023-10-04, absent 2023-10-25)
Form ADVobserved 5 days ago
Occurred
Oct 25, 2023
Control person left
Jared Hendry (Owner) no longer on Schedule A of Jb Wealth Advisors Llc (listed 2023-10-04, absent 2023-10-25)
Form ADVobserved 5 days ago
Occurred
Sep 25, 2023
First Form ADV filing
Jb Wealth Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 2 bookkeeping events

Occurred
Nov 26, 2024
Jb Wealth Advisors Llc reported 2 offices beyond its principal office, down from 13 (2024-08-05 to 2024-11-26)
Occurred
Mar 7, 2024
Jb Wealth Advisors Llc reported 13 offices beyond its principal office, up from 1 (2023-10-25 to 2024-03-07)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1d01de97-24c3-53b4-5b3e-95b663f72dfc
First observed: Sep 25, 2023
Last observed: May 5, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JB WEALTH ADVISORS LLC

CRD 328441

NASHVILLE, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1d01de97-24c3-53b4-5b3e-95b663f72dfc

Data as of May 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:59 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRIAN JOHN FISHER

n/a

NASHVILLE, TN

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FISHER, BRIAN, JOHN

Cco

yes

08/2023

Sep 25, 2023

Nov 26, 2024

JB FINANCIAL GROUP LLC

Owner

yes

01/2024

Nov 26, 2024

JBP GROUP, LLC

Owner

yes

08/2023

Sep 25, 2023

Nov 26, 2024

JUCE HOLDINGS LLC

Owner

yes

01/2024

Nov 26, 2024

JBV HOLDINGS, LLC

MAJORITY OWNER

12/2023

Sep 25, 2023

Nov 26, 2024

MILLIGAN, STEVEN, MICHAEL

MANAGER/IAR

11/2024

Sep 25, 2023

Nov 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MIKE MILLIGAN, CFP LLC

n/a

City

State

Country

Employees

Also broker-dealer

TRAVERSE CITY

United States

Nashville

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

n/a

2024

Apr 24, 2025

$31.7M

n/a

2023

Mar 7, 2024

$11.2M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$31.7M

-100.0%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ADVISORY ALPHA, LLC

Aug 20, 2025

Aug 21, 2025

NASHVILLE, TN

Team lift out

Other

66.7%