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).

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 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.

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