OWNERSHIP/ADVISORY HISTORY JB Wealth Advisors LLC (“We”) was formed as a Tennessee Limited Liability Company in August 2023. We became registered as an investment adviser with the Securities and Exchange Commissions in October 2023. JB Wealth Advisors LLC is owned by JBP Group, LLC with Brian Fisher as our Chief Compliance Officer. ADVISORY SERVICES OFFERED INVESTMENT MANAGEMENT Our portfolio management services are offered to assist with the ongoing management of your investment accounts. We work with you to understand your investment objectives, time frame and risk tolerance. With this information, we create a customized portfolio using a combination of model portfolios that include the use of a sub-adviser, described below. We base our recommendation on a variety of factors including, but not limited to, performance risk, fees, tax efficiency or different investment strategies, as well as your input and preferences regarding the strategies. SUB-ADVISER RELATIONSHIPS The sub-adviser offers multiple investment strategies. Once a sub-adviser is selected, we continue to monitor them to ensure that they adhere to the philosophy and investment style for which they were selected. We will retain discretionary authority to hire and fire the sub-adviser and when necessary, reallocate your assets to a new sub-adviser. The sub-adviser will have full discretion to select the securities and execute transactions without prior permission from you prior to each transaction. A complete description of the sub-adviser’s services and fees will be disclosed in the sub-adviser’s Form ADV Part 2A or equivalent brochure which will be provided to you. CO-ADVISER RELATIONSHIPS When we enter into a co-adviser relationship with a Third-Party Adviser, the Third-Party Adviser is responsible

for portfolio management, best execution, portfolio reporting, trading, trade error resolution, and custodian reconciliations. We maintain our relationship with you by monitoring the status of your accounts with the Third-Party Adviser, making recommendations about the Third-Party Adviser, meeting with you either in person or by telephone on an annual basis, and acting as your primary financial adviser. Although we don’t have discretion to select specific funds or investments in your account(s), you will grant us limited discretionary authority to allocate your assets among one or more model portfolios. A complete description of the Third- Party Adviser’s services and fees will be disclosed in their Form ADV Part 2A or equivalent brochure which will be provided to you. RETIREMENT PLAN CONSULTING For retirement plan accounts, we provide the following ERISA Section 3(21) non-fiduciary services: Education Services to Plan Committee; Participant Education Services; Plan Search Support; Review of Fiduciary Liability Insurance Coverage; Monitoring of Qualified Fiduciary; or JB Wealth Advisors LLC Page 5 ADV Part 2A – 3/7/2024 Participant Advice. Upon your request, we will also provide any of the following ERISA non- discretionary fiduciary services: create an Investment Policy Statement; provide Investment Recommendations & Performance Monitoring; or Selection of Qualified Default Investment Alternatives. All ERISA Section 3(38) investment management services will be handled by the sub-adviser. TAILORED SERVICES The goals and objectives for each client are documented before any investing takes place. You may impose restrictions on investing in certain securities or types of securities. WRAP PROGRAM We do not sponsor a wrap program. CLIENT ASSETS MANAGED February 29, 2024, we manage $11,165,602 in discretionary assets.