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Jbglobal.com LLC

Jbglobal.com LLC. CRD 119111

J

CRD: 119111

Jbglobal.com LLC

NEW York, NY, 10003
2123889873
www.jbglobal.com
$120.9M Total AUM
$120.9M Disc. AUM
14.9% 3Y CAGR
1 Employees
50 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
--
Established Date
11-02-2009
Office Locations
1

Office Locations

41 East 11th Street 11th Floor NEW York NY

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.

Team overview

-- AVG AGE
$120.9M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
16.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age

Insights

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Asset Classes

Wave Glacier

Investment Themes

Fusion beacon

Investment Vehicles

Prime beacon

Services

Vertex pathway Timber summit Horizon vital

Owner & Executives

J

JAMES G. BERMAN

Chief Compliance Officer, Managing Member

CRD
#4497557
Ownership
75% or more
(663) 983-7356
ridge.eagle@ridgecapital.com
in linkedin.com/in/timber-glacier

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-06-2022
01-10-2023
01-10-2024
01-09-2025
01-10-2026
Category Assets AVG. Account size
Discretionary $120,945,234 $653,758
Non-Discretionary $0 --
Total $120,945,234 $653,758

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Separately Managed Accounts

Total SMA Asset: $120,945,234

$120.9M Total SMA
Public Funds:
19.4%
Equity - Exchange:
43.1%
Cash:
18.2%
Municipal Bonds:
19.3%
Asset class Assets Assets %
Public Funds $1,127,477,284 19.4%
Equity - Exchange $2,504,859,327 43.1%
Cash $1,057,736,421 18.2%
Municipal Bonds $1,121,665,545 19.3%
Total $5,811,738,577 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
DELTA VECTOR VERTEX BRIDGE TA4A3HFL9 TAVUS 8.57% $95,703,422
GLACIER EMBER RIDGE FOCUS RIDGE JU48ZFT3R QPBG 4.26% $11,023,466
ELEMENT VALUE ALPHA NORTH 21FGT7LJG EBLUK 8.47% $76,187,229
PIONEER VITAL ATLAS FUSION HORIZON ESK2U7F3V CET 6.64% $118,987,591
PRIME VECTOR CREST CREST CATALYST WNLXNSJ7Q CDL 10.73% $71,643,524
DELTA BEACON FRONTIER VECTOR PEAK POY7DLWUN BDF 7.00% $10,289,224
SIGNAL FOCUS BRIDGE HORIZON BRIDGE L37ZV7LZG YQNAW 1.40% $12,616,312
ELEMENT CAPITAL CREST LEGACY FOUNDATION QJZBTN0QT CFVX 1.02% $62,125,539

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