Jlb Capital Management LLC

Jlb Capital Management LLC (CRD# 157305) is a financial advisory firm headquartered in San Diego, CA. They manage $4,500,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $300,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

CA

Financial Advisors at Jlb Capital Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey L. Bernstein
CRD#: 5906871
11526 Sorrento Valley Rd, Suite G, San Diego, CA 92121
93
Wealthminder
score

Jeffrey Bernstein (CRD# 5906871) is an Investment Advisor Representative working at Jlb Capital Management LLC in San Diego, CA and has over 5 years of experience in the finance industry.

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