We believe in long-term relationships built on trust. That’s why Australia's most successful people, families, and ‘for purpose’ organisations partner with JBWere for tailored strategic wealth and investment advice. Drawing on the strengths of world-class partners and the NAB Group, our personal and integrated approach makes it easy to generate powerful financial and social returns – for generations. Founded in 1840 by Jonathan Binns Were, the business currently employs more than 300 staff across its six offices in Australia. We are proud to manage over $58 billion in assets under advice.
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JBWere Questions
The JBWere annual revenue was $256.5 million in 2026.
Alexandra Campbell is the Chief Investment Officer - JBWere and NAB Private Wealth of JBWere.
450 people are employed at JBWere.
JBWere is based in Melbourne, Victoria.
The NAICS codes for JBWere are [525990, 5259, 523, 525, 52599, 52, 52393, 5239].
The SIC codes for JBWere are [62, 67, 628].
Top JBWere Employees
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11 -
Andrew Penman
Head of Investment Funds Research, Private at JBWere
Melbourne, VIC, AU22 -
Grant Reid
Head of Markets and Investment Group at JBWere
Brisbane, QLD, AU21 -
Kim Pham
Head of Markets Group (Private Wealth) at JBWere
Sydney, NSW, AU32 -
Patrick Albert
Director - Senior Wealth Adviser at JBWere
Melbourne, VIC, AU35 -
Chris Karapalidis
Head of Investment Funds Research at JBWere
Melbourne, VIC, AU2 -
Amity Mellers
Director, Wealth Management at JBWere
Melbourne, VIC, AU13 -
Kirsty Fraser
Head of Wealth Advisers at JBWere
Sydney, NSW, AU1 -
Fiona Archer
Director at JBWere
Sydney, NSW, AU2 -
Linda Sandwell
Head of Compliance at JBWere
Perth, WA, AU2
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