Jb Capital LLC (Wethersfield)
Jb Capital LLC is a large advisory firm based in Wethersfield. It manages $541.66 million of regulatory assets for 6,308 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Connecticut, Florida, Louisiana, and 10 other states.
Jb Capital provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Jb Capital: assets under management
The assets under management (AUM) of Jb Capital LLC is $541.66 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 436% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in non-exchange traded securities the most. They account for 50% of the total AUM. The second-largest asset type is exchange traded securities, which make up 43% of the firm’s portfolio. Investments in cash and cash equivalents form 6% of the total invested assets.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Jb Capital LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Jb Capital serves?
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Jb Capital is individuals with 2,678 clients and $479.36 million of assets under management. Among the 11 most similar advisory firms, Jb Capital has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $541.66 million for 2,719 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Jb Capital doesn't advise any private funds.
Careers at Jb Capital LLC
The company employs 33 people that are either part- or full-time employees. 48 percent of the employees work as investment advisers or researchers. 10 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jb Capital LLC is owned by Joel Mark Johnson. Kevin B. Crawford joined the executive team most recently as the Chief Compliance Officer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 4 indirect owners.Based in Wethersfield
The principal office where Jb Capital LLC performs its advisory services is located at 100 Great Meadow Road, Wethersfield, CT 06109, which is also the mailing address of the firm. An additional office of the firm is in Needham, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 860-372-4800 or by fax 203-774-1118. The normal business hours are 9:00 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at johnsonbrunetti.com/.
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