JBA Financial Advisors

Description

JBA's principal, John Berzellini, working with other investment advisors and brokers provide clients with investment and cash management service. John primarily works with Blackrock, State Street Global Advisors, Vanguard and AAM to provide investment services. JBA offers strategic asset allocation ETF portfolios and custom designed income portfolios. Cash management services are provided thru SSG and Pershing/BNY Mellon Brokerage Operations.

With over 30 years of experience in financial services, taxation, and education, JBA's Principal, John Berzellini , has amassed an impressive local and national network of credentialed professionals and industry relationships to bring to bear on our client's unique financial goals and circumstances.

Welcome to JBA Financial Advisors. We offer comprehensive financial planning services in Timonium, Baltimore and the surrounding areas. With 18 years of financial services experience and 16 years teaching and administering the tax code, we bring extensive knowledge and expertise to our clients. We provide each client with financial services tailored to their needs and financial goals. Our goal is to educate our clients and provide you with the information you need to make sound financial decisions. You can find detailed information about financial planning on our website and request a free financial planning kit.

JBA is a fee-only, independent, registered investment advisor offering individuals and businesses with financial planning and consulting services with over 30 years of experience in Baltimore and Timonium, MD area.

In July, 2007, JB Advisory Services was established to provide for-fee financial consulting services. At that time, money management services were offered through Lincoln Financial Securities Corporation. John completed his transition to an Independent Investment Advisor in July, 2010. At that time, the firm's name was changed to JBA Financial Advisors and clients' account custody arrangements were established with SSG Institutional, clearing through Pershing, LLC, a subsidiary of the Bank of New York Mellon.

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