This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-02-2009
- Office Locations
- 1
Office Locations
About Jbglobal.com LLC
JBGLOBAL.COM LLC is a New York-based, fee-only fiduciary RIA providing wealth management and comprehensive financial planning for individuals, families, and trusts. Planning (retirement, budgeting, insurance, tax strategy, and estate reviews) is included in the management fee. Portfolios follow a long-term, value-investing discipline, avoiding market timing and macro calls and favoring out-of-favor, attractively priced securities or funds. Custody through Schwab.
Reported data analysis
What the numbers show
Between January 9, 2025 and January 10, 2026, reported AUM increased 16.4%, from $103.9M to $120.9M.
Across 5 reported observations, AUM increased 36.4% between June 6, 2022 and January 10, 2026, from $88.7M to $120.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 50 clients, or 50 clients per representative. That equates to $2.4M in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on January 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Jbglobal.com LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full Jbglobal.com LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JAMES G. BERMAN
Chief Compliance Officer, Managing Member
- CRD
- #4497557
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,945,234 | $653,758 |
| Non-Discretionary | $0 | -- |
| Total | $120,945,234 | $653,758 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Jbglobal.com LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Jbglobal.com LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing