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 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 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.

Why So Bearish?
10/05/2026

Why So Bearish?

The price you see on the shelf may not be the exact amount you pay at checkout.With penny production ended, some merchan...
09/28/2026

The price you see on the shelf may not be the exact amount you pay at checkout.

With penny production ended, some merchants have started rounding cash purchases up or down to the nearest nickel. Depending on the total, that could mean a few cents more or a few cents less.

Paying by credit card may come with another wrinkle. Some retailers and service providers are adding surcharges to help offset card processing costs, which may increase the final price.

That means the same purchase could cost slightly different amounts depending on whether you use cash, debit, or credit.

Before you pay, take a second to compare the total for cash, debit, and credit so you know which option makes the most sense for that purchase.


Source:

More merchants are rounding change for cash purchases to the nearest nickel due to the end of penny production, or adding surcharges to credit card transactions.

What does it actually cost to raise a child? You might be surprised.
09/21/2026

What does it actually cost to raise a child? You might be surprised.

The true cost of raising a child may be far more than you expect.

Making Lemonade from Lemons
09/14/2026

Making Lemonade from Lemons

Today marks the 25th anniversary of September 11, 2001. At JBA Wealth Management Group, we pause to honor the 2,977 inn...
09/11/2026

Today marks the 25th anniversary of September 11, 2001. At JBA Wealth Management Group, we pause to honor the 2,977 innocent lives lost and our thoughts are with those that were impacted that day.

We extend our deepest gratitude to the extraordinary first responders, volunteers, and service members whose bravery and selflessness defined the true spirit of resilience.

We will never forget.

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!

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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