Jbglobal.com LLC

Jbglobal.com LLC (CRD# 119111) is a financial advisory firm headquartered in New York, NY. They manage $80,015,020 in 155 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
41 East 11th Street, 11th Floor, New York, NY 10003
http://www.jbglobal.com
By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $516,226
Compensation Options
  • A percentage of assets under your management
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, NY

Financial Advisors at Jbglobal.com LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Berman, financial advisor
James G. Berman
CRD#: 4497557
,
93
Wealthminder
score

James Berman (CRD# 4497557) is an Investment Advisor Representative working at Jbglobal.com LLC in , and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals