Trusted guidance to last a lifetime.
Offering help for your financial journey—one decision at a time.

Services
Serving brokers and individuals, JBS provides unparalleled knowledge to help clients gain long-term financial independence.

JBS Philosophy
Relying on values of honesty, transparency and hard work, JBS focuses on meeting long-term, realistic goals.

The JBS Process
JBS doesn’t rely on secret methods or magical formulas for managing your wealth. Instead, with JBS, you can count on a firm that is solidly grounded in basic values of hard work, education and integrity—values that extend into every partnership with brokers and individuals. You can expect the very best because JBS expects the very best.

Resources
Your resource center provides valuable education, insights and information to help answer financial questions and improve your investment knowledge.
"Financial freedom is available to those who learn about it and work for it.
- Robert Kiyosaki
Download The SECURE Act: What Does it Mean for You? Ebook!
The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.