James E. Bashaw - President
Jim began his career with the firm in 1987 and has been involved with every aspect of the firm’s mission. His current responsibilities include security selection, portfolio management and SEC compliance. As part of the JLB team, he is committed to providing superior investment performance, complete and timely communications and service to its valued clients.
Jim is a University of Michigan graduate with distinction, having earned a Bachelor of Business Administration in Finance with a minor in Economics. Additionally, he holds a Series 65 license.
Christopher R. Szydlowski, CFA - Senior Vice President
Christopher joined the firm in 1998 following his graduation from Hillsdale College and is committed to providing personalized service to our clients. He is responsible for managing client portfolios and assisting in investment research. He also assists with the timely communications that we provide to our clients by participating in database management as well as performance measurement.
Christopher has earned a Bachelor of Arts degree, cum laude, in Finance from Hillsdale College as well as a Master of Business Administration degree from the University of Michigan. He is a CFA charterholder and is currently a member of the CFA Society of Detroit.
Janet M. Charter - Staff Assistant
Jan joined the firm in 2008 and has committed herself to the preservation and enhancement of both team and individual client relationships. She handles all of the administrative functions at JLB, as well as database management, client reporting and communications.
Jan graduated from Eastern Michigan University with a minor in Business Marketing and has been involved in the banking and brokerage industries since the mid 1990’s.
Dorothy E. Bashaw - Treasurer
Dorothy began working for JLB & Associates upon her retirement from a thirty four-year career in nursing. She currently is responsible for the internal bookkeeping and accounting for the firm. In addition Dorothy handles the payroll as well as the tax reporting.