JBA Wealth Management: Balancing Life with Living Employee Directory

Financial ServicesColorado, United States2-10 Employees

We were founded in Fort Collins in 1984 and provide financial advisory and financial planning services in Northern Colorado including the Loveland, Longmont, Greeley, Boulder and Denver areas. 

We are not your average financial services firm. Our primary purpose is to be of service to our clients, not to line our own pockets. 
We do not sell products, we develop custom solutions that meet your unique needs. 
We love what we do and we love Northern Colorado. 
We believe that a financially healthy community is built one family at a time and that financial well-being is critical to the future of this place we love. 

Our team includes professionals specialized in all facets of the financial planning process. A wide variety of advanced degrees and financial certifications such as Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Life Underwriting Training Council Fellow, accounting and other business degrees help us provide our clients with current, detailed answers to their financial questions.

Find JBA Wealth Management: Balancing Life with Living employees' phone numbers or email addresses

JBA Wealth Management: Balancing Life with Living Global Highlights

North America
33

United States Of America
33

JBA Wealth Management: Balancing Life with Living's Leadership

K. J.
Founder
Mobile Phone
Email
L. B. K.
Owner
Mobile Phone
Email
A. B.
Owner
Mobile Phone
Email
B. M.
Owner
Mobile Phone
Email
L. H.
Owner, Life Coach
Mobile Phone
Email
K. B.
Principal
Mobile Phone
Email
A. D.
Financial Advisor
Mobile Phone
Email
M. D.
Financial Advisor
Mobile Phone
Email

JBA Wealth Management: Balancing Life with Living Employee Metrics

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2026

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Banking
Finance
Business
Community & Social Services
Sales
Other

Contact profiles from JBA Wealth Management: Balancing Life with Living

Name

Title

Contact Info

Location

Last Update

L. H. C.
Owner, Life Coach Cwc
Mobile Phone
Email
Oct 22, 2025
D. D.
Insurance And Business Coach
Mobile Phone
Email
United StatesColorado
Feb 23, 2024

Frequently Asked Questions

What is JBA Wealth Management: Balancing Life with Living known for?

JBA Wealth Management: Balancing Life with Living was founded in 1984 operates in the Financial Services industry. The company's main headquarters is located in 1136 East Stuart Street #2100 Fort Collins, Colorado 80525 United States; you can contact the main corporate office by phone at

+1-970-223-****

. Explore JBA Wealth Management: Balancing Life with Living's company overview page for more information.

What is JBA Wealth Management: Balancing Life with Living's most common email format?

JBA Wealth Management: Balancing Life with Living employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more JBA Wealth Management: Balancing Life with Living email formats with LeadIQ.

How many employees does JBA Wealth Management: Balancing Life with Living have currently?

JBA Wealth Management: Balancing Life with Living has approximately 10 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are JBA Wealth Management: Balancing Life with Living's key employees and leadership?

As of February 2026, JBA Wealth Management: Balancing Life with Living's key employees include:

Founder: K. J.
Owner: L. B. K.
Owner: A. B.
Owner: B. M.
Owner, Life Coach: L. H.

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