Company Information

Get to know jtb & associates, llc

JTB & Associates, Inc. is a comprehensive accounting firm based in Richardson, Texas, that also offers integrated financial planning and wealth management services through its related entity, JTB Wealth Management. The firm focuses on providing personalized financial guidance to individuals and businesses, covering a wide range of services from tax management and bookkeeping to estate planning, financial projections, and investment advisory. Their mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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jtb & associates, llc

United States

Founded in

2013 (13 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.