JBA Wealth Management Group

JBA Wealth Management Group The professionals at JBA are committed to providing individualized financial planning advice for each of their clients' specifics needs.

Our philosophy at JBA Wealth Management group is centered around helping our clients work toward their financial goals and dreams by seeking to better position investment performance, reduce 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 b

uilding 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 robust service to our clientele. Together we can assist you in developing a financial plan in an effort to help generate wealth for your family that extends beyond account balances. We take pride in the fact we are a Certified B-Corp, working towards doing better by our employees, our community and our environment. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. JBA Wealth Management Group and Cambridge are not affiliated. Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided on these websites. The financial professionals associated with JBA Wealth Management Group, Inc. may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

This month's chart unpacks where we most commonly go for information. Take a look, and you'll see one source stands out ...
08/24/2026

This month's chart unpacks where we most commonly go for information. Take a look, and you'll see one source stands out from the rest.

Trending Higher
08/21/2026

Trending Higher

07/30/2026

With 50 write-in votes, JBA is officially on the ballot for best Financial Planners in Northern Colorado! To whoever wrote us in - thank you! And if you've got a spare moment to vote, we sure love bragging rights...

As the fast-moving events in the Middle East unfold, one indicator to keep an eye on is the sentiment of individual inve...
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.

Did you know that Fed Chair Nominee Kevin Warsh was a member of the Federal Reserve Board of Governors from 2006 to 2011...
03/03/2026

Did you know that Fed Chair Nominee Kevin Warsh was a member of the Federal Reserve Board of Governors from 2006 to 2011—a period marked by the Global Financial Crisis? His Senate confirmation process will start soon, so it’s time to start to recognize the name!

Just over 50 percent of homeowners still have mortgages with rates under 4 percent. But that number has been trending lo...
02/24/2026

Just over 50 percent of homeowners still have mortgages with rates under 4 percent. But that number has been trending lower, especially in the past year. Are you thinking about making a change?

Over the next decade, women are set to control up to $30 trillion in financial assets. But wage gaps, caregiving respons...
02/09/2026

Over the next decade, women are set to control up to $30 trillion in financial assets. But wage gaps, caregiving responsibilities, and life changes like divorce can all impact long-term outcomes.

Women investors are doing things differently—trading less, thinking long-term, and staying curious. This isn’t about catching up. It’s about moving forward with confidence.

Let’s talk about what’s next.

Source: Transamericacenter.org, 2021.

Warren Buffett stepped down as CEO on January 1, 2026, but we can only hope he shares more words of wisdom.
01/27/2026

Warren Buffett stepped down as CEO on January 1, 2026, but we can only hope he shares more words of wisdom.

In early February, don’t be surprised if you feel like you've "gone back to the future" with talk once again of a govern...
01/13/2026

In early February, don’t be surprised if you feel like you've "gone back to the future" with talk once again of a government shutdown. Investors should expect some stock market volatility in the weeks ahead as Congressional leaders start to show support—or form opposition—to the new funding proposals.

Wow! It’s the New Year already, can you believe it?Do you have any New Year’s resolutions? Is the goal of getting your f...
12/31/2025

Wow! It’s the New Year already, can you believe it?

Do you have any New Year’s resolutions? Is the goal of getting your finances in order part of your resolution?

Finances can be overwhelming, especially when that’s on your mind at the start of this New Year! Our firm is available to help with retirement, estate, and investment.

Comment the word “Ready!” to get started today or send us a DM.

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

Telephone

+19702231922

Website

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