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JB CAPITAL LLC, CRD 171168
WETHERSF••••, CT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| H•••• G• G••••••• | Certified Financial Planner | WETHERSF••••, CT | 12 | 26 | 1 | no |
| J••• M••• J•••••• | Certified Financial Planner | WETHERSF••••, CT | 12 | 29 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| C•••••••• K••••• B• | CHIEF COMPLIANCE OFFICER | Na | yes | 01/2019 | Feb 25, 2026 | Feb 25, 2026 |
| F•••••••• R••••••••• S••••••••• L•• | Member | E | yes | 11/2005 | Feb 25, 2026 | Feb 25, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| A•••• I••••••••• A•••••••• L•• | n/a | Mixed wealth | $5.3B | N | yes | n/a |
| T•• A••••• G••••• L•• | n/a | Independent wealth | $4.8B | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Avon | Ct | United States | 14 | no |
| Cheshire | Ct | United States | 14 | no |
| Milford | Ct | United States | 14 | no |
| Newtown | Ct | United States | 14 | no |
| OLD SAYBROOK | Ct | United States |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 3 | -2 | 11.1% | 1 | 0 | 0 | 6 | 5 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.8B | $2.1B | 32.2% | $1.2B | 33.0% | 64 | 57 | 9 | 10 |
| no |
| E••• F•••• H•••••• | Certified Financial Planner | WETHERSF••••, CT | 12 | 22 | 2 | no |
| D•••••• W•••••• M••••• | n/a | WETHERSF••••, CT | 11 | 37 | 2 | no |
| M•••••• K•••••• P••••• | n/a | WETHERSF••••, CT | 9 | 11 | 1 | no |
| A••• R•••• H•••••• | n/a | WETHERSF••••, CT | 8 | 10 | n/a | no |
| R•••••• P••• R•••••• | n/a | WETHERSF••••, CT | 8 | 22 | 2 | no |
| D•••• S•••• S•••••• | n/a | WETHERSF••••, CT | 8 | 29 | n/a | no |
| N••••••• J••••• C••••••••• | Certified Financial Planner | WETHERSF••••, CT | 7 | 15 | 3 | no |
| H•••••• N••••• A••••• | Certified Financial Planner | WETHERSF••••, CT | 7 | 12 | 1 | no |
| T••••• D••••••• | n/a | WETHERSF••••, CT | 6 | 16 | n/a | no |
| B•••• P•••••• L••••••• | n/a | WETHERSF••••, CT | 4 | 11 | 1 | no |
| S•••• S•••••••• | n/a | WETHERSF••••, CT | Atlanta, GA | 4 | 17 | n/a | no |
| M•••••• D•••••• S•••• | n/a | WETHERSF••••, CT | 3 | 12 | n/a | no |
| J••••••• A•• K••••••• | n/a | Needham, MA | WETHERSF••••, CT | 2 | 22 | 1 | no |
| M•••••• A•••••••• M••••• | n/a | Needham, MA | 2 | 11 | 1 | no |
| M••••••• R••• A•••••• | n/a | WETHERSF••••, CT | 2 | 21 | n/a | no |
| I•• J•••• F•••••••• | n/a | WETHERSF••••, CT | 2 | 12 | n/a | no |
| J••• E••• A••••• | n/a | WETHERSF••••, CT | 2 | 11 | 5 | no |
| J•••• H••••••• | n/a | Needham, MA | WETHERSF••••, CT | 2 | 12 | n/a | no |
| J•••••• W••••••• | n/a | WETHERSF••••, CT | 1 | 12 | n/a | no |
| M•••••• C••••••• S•••• | n/a | WETHERSF••••, CT | 1 | 12 | 1 | no |
| N••••••• J••••• M••••• | n/a | WETHERSF••••, CT | 1 | 11 | n/a | no |
| J••• R• M••••••• | n/a | Needham, MA | 1 | 13 | 2 | no |
| J•••••• M•••••• S•••• | n/a | WETHERSF••••, CT | 0 | 26 | n/a | no |
| MANAGING PARTNER |
| Na |
| yes |
| 04/2014 |
| Feb 25, 2026 |
| Feb 25, 2026 |
| A•••• G•••• H•••••••• I••• | Shareholder | E | yes | 12/2016 | Aug 17, 2022 | Oct 31, 2024 |
| A•••• G•••• I••••••••• H•••••••• I•• | Shareholder | E | yes | 12/2016 | Aug 17, 2022 | Oct 31, 2024 |
| A•••• G•••• U••••••• H•••••••• L•• | Shareholder | E | yes | 06/2021 | Aug 17, 2022 | Oct 31, 2024 |
| A•••• G••••• I••• | PARENT COMPANY | E | yes | 08/2022 | Aug 17, 2022 | Oct 31, 2024 |
| G•••••• C•••••• P••••••• X• L••• | Shareholder | C | yes | 09/2021 | Aug 17, 2022 | Oct 31, 2024 |
| G•••••• X• A•••• G•••• H•••••••• L•• | Shareholder | C | yes | 09/2021 | Aug 17, 2022 | Oct 31, 2024 |
| W•••••• B••••••• G••••• L•• | n/a | Independent wealth | $4.6B | N | yes | n/a |
| A•••• R••••••••• A•••••••• L•• | n/a | Former SEC adviser | $45.7M | N | yes | n/a |
| A•••• G••••• I••• | n/a | n/a | n/a | Y | no | n/a |
| F•••••••• R••••••••• S•••••••• L•• | n/a | n/a | n/a | Y | yes | n/a |
| J• F•••••••• L•• | n/a | n/a | n/a | N | yes | n/a |
| no |
| Woburn | Ma | United States | 4 | no |
| Atlanta | Ga | United States | 2 | no |
| Franklin | Ma | United States | 2 | no |
| Needham | Ma | United States | 2 | no |
| Norwell | Ma | United States | 2 | no |
| $2.8B |
| $2.8B |
| 64 |
| 36 |
| 9 |
| n/a |
| n/a |
| 2024 | Feb 19, 2025 | $2.1B | $2.1B | 57 | 31 | 10 | n/a | n/a |
| 2023 | Mar 19, 2024 | $1.6B | $1.6B | 50 | 31 | 10 | n/a | n/a |
| 2022 | Mar 15, 2023 | $1.2B | $1.2B | 41 | 26 | 9 | n/a | n/a |
| 2021 | Mar 11, 2022 | $1.2B | $1.2B | 45 | 24 | 8 | n/a | n/a |
| 2020 | Mar 12, 2021 | $897M | $897M | 38 | 21 | 6 | n/a | n/a |
| 2019 | Mar 13, 2020 | $721M | $721M | 38 | 20 | 6 | n/a | n/a |
| 2018 | Mar 25, 2019 | $542M | $542M | 34 | 17 | 6 | n/a | n/a |
| 2017 | Mar 28, 2018 | $468M | $468M | 16 | 9 | 5 | n/a | n/a |
| 2016 | Mar 22, 2017 | $2.1B | $2.1B | 22 | 9 | n/a | n/a | n/a |
| 2015 | Mar 24, 2016 | $226M | $226M | 19 | 7 | n/a | n/a | n/a |
| 2014 | Mar 19, 2015 | $162M | $162M | 5 | 5 | n/a | n/a | n/a |