Overview
Assets Under Management: $104 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 42
Average Client Assets: $2 million
Frequently Asked Questions
JBGLOBAL.COM LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #119111), JBGLOBAL.COM LLC is subject to fiduciary duty under federal law.
JBGLOBAL.COM LLC is headquartered in NEW YORK, NY.
JBGLOBAL.COM LLC serves 42 high-net-worth clients according to their SEC filing dated January 09, 2025. View client details ↓
According to their SEC Form ADV, JBGLOBAL.COM LLC offers financial planning and portfolio management for individuals. View all service details ↓
JBGLOBAL.COM LLC manages $104 million in client assets according to their SEC filing dated January 09, 2025.
According to their SEC Form ADV, JBGLOBAL.COM LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.06
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 182
Discretionary Accounts: 182
Regulatory Filings
CRD Number: 119111
Last Filing Date: 2025-01-09 00:00:00
Website: https://jbglobal.com