Jlb Capital Management LLC

Jlb Capital Management LLC (CRD# 157305) is a financial advisory firm headquartered in , . They manage $9,000,000 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $360,000
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
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 Bernstein, financial advisor San Diego CA
Jeffrey L. Bernstein
CRD#: 5906871
San Diego, CA

Jeffrey Bernstein (CRD# 5906871) is an Investment Advisor Representative working at Jlb Capital Management LLC in San Diego, CA 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.

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