John W Bristol & Co Inc

Item 7 - Types of Clients

       JWB provides investment management services to endowments and foundations, high
net worth individuals, companies, partnerships, trusts, and pension plans.

       The preferred minimum for opening a separately managed account is $10 million.

Part 2A of Form ADV: Firm Brochure                                                   March 2026

        In 2009, in order to provide investment advisory services to clients who prefer the
commingled fund format, or could not meet our preferred minimum for separately managed
accounts, we formed two commingled funds, the John W. Bristol Equity Fund I LLC (“JWB Equity
Fund”) and the John W. Bristol Bond Fund I LLC. Effective January 2015, the John W. Bristol Bond
Fund I LLC was closed and assets distributed to investor clients. We are the Managing Member
of the JWB Equity Fund. The commingled fund’s portfolio is invested similarly and traded at the
same time as our separately managed clients’ accounts. All Partners are invested in the JWB
Equity Fund.

       The minimum for investment in our JWB Equity Fund is $2 million.