JBM Advisors, A Trusted Partner
Simplifying Complexity,
Navigating Growth.
We are problem solvers. With over two decades of hand-on experience, we bring clarity to chaos, ensuring you and your business are ready for the expected and equipped to handle the unexpected. Our expertise lies in crafting practical, actionable solutions and fostering purposeful, scalable growth within a highly regulated, ever-evolving landscape.
We are more than consultants; we are problem solvers.
Our strategic approach prepares you for both anticipated and unexpected challenges. Our experience, efficiency, and ethical practices make us the bridge between growth and stability, turning demanding problems into manageable decisions.
Elevate Your Business
Our Expertise
With an intimate understanding of the unique challenges that advisors, RIAs, and independent broker dealers face, we offer a range of core competencies designed to bring your business to new heights.
Distilling Complex Concepts
We simplify intricate matters, providing clear, actionable insights.
Navigating Regulatory Horizons
Our expertise in regulatory change management ensures you’re prepared for what lies ahead.
Crafting Resilient
Solutions
Reputation risk, brand management, and crisis planning are part of our DNA.
Empowering Growth
Partner with us to unlock your firm’s true potential, making strategic moves with confidence.
Our President & Founder
Get to Know Joena
With 20+ years of expertise in risk management, operations, product design, change management, business development, and compliance, Joena N. Bartolini Mitchell drives the success of JBM Advisors. Her dynamic leadership, honed through pivotal roles at a global financial services firm and expertise in the custody and clearing space, sets the tone for JBM Advisors' commitment to excellence.
Through Joena's strategic direction, JBM Advisors shapes a brighter future for advisors, RIAs, and independent broker dealers.
When progress meets practicality, growth becomes attainable. Let's chart a course for your business's success, one step at a time.
– Joena
Set Your Altitude
Why Choose JBM Advisors
We offer more than just consultancy—we provide high-impact, practical solutions tailored for your success. We understand the stressors advisors, RIAs, and independent broker dealers face in light of the ever-changing regulatory and emerging risk landscape. We have implemented proven strategies for risk assessment, operational efficiency, scalability, and sustainable growth. We guide your journey toward success with knowledge honed by decades of industry expertise to provide actionable plans and concise direction.
We can help take your business to new heights.
Navigating Complexity with Precision
Our solutions are designed for advisors, RIAs, independent broker dealers, and those seeking independence. We address your specific challenges head-on. We’re your compass in navigating regulatory intricacies, empowering your business to adapt seamlessly while upholding ethical standards.
Practical Growth Solutions
Our approach is anchored in pragmatic solutions prioritizing real progress. With our process-driven methodology, we decode complexity, allowing you to make informed decisions that drive business growth, allow for scalability, and provide stability.
Discover the Possibilities
Our Services
Do you need help navigating unprecedented growth, streamlining an acquisition, resolving regulatory challenges, enhancing infrastructure, simplifying technology solutions, or transitioning to an independent business model?
That's where JBM Advisors comes in.
Business Continuity Planning & Crisis Planning
Prepare for the unexpected with tailored strategies that safeguard your firm's future.
Regulatory Horizon Scanning & Response
Tired of playing catch-up? Stay ahead of regulatory changes and compliance obligations with our proven expertise.
Risk Management
Preserve your image and client trust through meticulous risk management policies and procedures. Test existing systems' resiliency and strength.
Guiding Independence
Navigate the evolving landscape with our unbiased insights, helping you choose the right plan for you, your business, and your clients.
Ready to take your business to the next level?
Reach out to us today and discover how JBM Advisors can be your trusted partner in growth and stability.
Ready to take your business to the next level?
Reach out to us today and discover how JBM Advisors can be your trusted partner in growth and stability.