James Berman, financial advisor New York NY
93 score

James Berman

CRD Number: 4497557
Current Firm: Jbglobal.com LLC

James Berman (CRD# 4497557) is an Investment Advisor Representative working at Jbglobal.com LLC in New York, NY and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Jbglobal.com LLC New York, NY Nov 1996 - Current 20
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2004
Contact Info for James G. Berman
Phone Number: 212-388-9873
Firm Website: http://www.jbglobal.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    50
    MILLIONS
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $357,083
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

NJ, NY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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