Jb & Associates Team Photo
JB & Associates
Merrill Lynch Wealth Management
2 E Mifflin St.
Suite 900
Madison, WI 53703
(608) 283.2741
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JB Wealth Management Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
JB & Associates
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Jb & Associates Team Photo
JB & Associates
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Meet Our Team
Hans A Johnson
Senior Vice President, Senior Consultant
608.283.2740
Jeffrey Bowles,

CKP®,CPFA™,CRPC™

Managing Director, Senior Financial Advisor
608.283.2704
Crystal Carlson,

CFP®,CIMA®,CPFA™,CPWA®

Vice President, Wealth Management Advisor
608.283.2701
Colleen Bowar,

CDFA®,CFP®,CPFA™

Vice President, Wealth Management Advisor
608.283.2747
Elizabeth Jackson,

CDFA®,CPFA™

Vice President, Senior Financial Advisor
608.283.2746
Scott Wallen,

CPFA™

Assistant Vice President, Wealth Planner
608.283.2756
Thomas Dunn,

CRPC™

Financial Advisor
608.283.2702
Krista Rae Thompson
Wealth Management Client Associate
608.283.2754
Janet R Callan,

CRPC™

Assistant Vice President, Senior Relationship Manager
608.283.2741
Ella Falcon Franzer,

CRPC™

Registered Wealth Management Client Associate
608.283.2757
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Morgan G. Bryan
Division Structured Credit Executive
Bryant Wolfson
Alternative Investments Regional Specialist
Rae Williams
Wealth Management Banking Specialist
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.