JBA Wealth Management Group
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The professionals at JBA are committed to providing individualized financial planning advice for eac
03/09/2026
As the fast-moving events in the Middle East unfold, one indicator to keep an eye on is the sentiment of individual investors. Are they turning too bearish or too bullish? This may provide clues about whether individuals are reacting to the news.
11/22/2025
There is always something to worry about when investing. In fact, there’s even a saying about it. “Wall Street climbs a wall of worry.” Some people believe, “I’ll wait until it all gets resolved.” But remember, those were the same people who in the Spring suggested, “I’m going to the sidelines until the tariff issue gets resolved.” Since May, stock prices have advanced for six consecutive months, despite unresolved tariff issues.
11/05/2025
When your founding partner celebrates 50 YEARS in the business, you bomb his office with 500 balloons! Congrats Dan!!!
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Our Story
Our philosophy at JBA Wealth Management group is centered around helping our clients work toward achieving their financial goals and dreams by aiming to maximize investment performance, eliminating tax inefficiencies, managing risk, and educating people about the numerous options in the investment and insurance space. With our clients, we use macro-economic financial planning approaches and look toward building lifelong relationships on a foundation of trust, integrity, and friendship. Services we offer include retirement planning, investments, college savings, 401(k) and IRA management, estate planning, annuities, life insurance, and disability insurance. Our professionals utilize a collaborative approach supported by diverse and rich sets of experience and credentials to provide superior service to our clientele. Together we can assist you in developing a financial plan, in effort to generate wealth for your family that extends beyond account balances.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration.
Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. For a list of states in which we are registered to do business, please visit: www.jbawealth.com.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA (www.finra.org) /SIPC (www.sipc.org).
Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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Address
1136 E Stuart St Ste 2100
Fort Collins, CO
80525
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |
