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Business Profile

Financial Consultants

JBA Financial Advisors, Inc.
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(410) 584-1491Email BusinessWrite a Review

About

Overview

JBA Financial Advisors, Inc.

30 E Padonia Rd STE 301

Timonium, MD 21093-2309

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JBA Financial Advisors, Inc. has 2 locations, listed below.

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    BBB Accreditation & Rating

    JBA Financial Advisors, Inc. is BBB Accredited.

    BBB accredited business seal

    This business has committed to upholding the BBB Standards for Trust.

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    About This Business

    JBA Financial Advisors provides financial advisory services, including investment management and retirement planning. The company assists clients with portfolio analysis and financial strategy development.

    BBB Accredited Since: 3/20/2012

    Years in Business: 18

    Products and Services

    This company offers financial planning services.

    Business Details

    Local BBB:
    BBB of Greater Maryland
    BBB File Opened:
    2/27/2012
    Business Started:
    7/4/2007
    Business Started Locally:
    7/4/2007
    Business Incorporated:
    5/8/2017
    Type of Entity:
    Corporation
    Business Management:
    Mr. John Berzellini, Principal

    Additional Contact Information

    Principal Contacts
    Mr. John Berzellini, Principal
    Customer Contacts
    Mr. John Berzellini, Principal
    Fax numbers
    Primary Fax: (410) 584-1492
    Additional Email Addresses
    Primary: Email this Business
    Social Media

    Licensing information

    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

    BBB records show a license number of 9578 for this business, issued by Maryland Department of Labor Board of Public Accountancy. The expiration date of this license is 3/28/2028.

    Maryland Department of Labor Board of Public Accountancy

    100 S. Charles Street, Tower I

    Baltimore MD 21201

    410-2306258

    Fax: (410) 9628483

    Website

    BBB records show a license number of 52896 for this business, issued by Maryland Insurance Administration. The expiration date of this license is 7/31/2026.

    Maryland Insurance Administration

    525 St Paul St

    Baltimore MD 21202

    410-4682000Website

    BBB records show a license number of CRD #: 2140196 for this business, issued by FINRA- Financial Industry Regulatory Authority. The expiration date of this license is 3/28/2028.

    FINRA- Financial Industry Regulatory Authority

    1700 K Street, NW

    Washington DC 20006

    301-5906500Website

    Additional Information

    Other Resources
    U.S. Securities and Exchange Commission
    100 F Street, NE
    Washington DC 20549
    Phone Number: 800-732-0330
    Fax Number: (202) 772-9295
    https://www.sec.gov
    [email protected]
    Business Categories
    Financial Consultants, Financial Services, Financial Planning Consultants, Retirement Planning Services, Investment Advisory Services

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