Advisor at JHB Capital Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
JHB Capital Management LLC
Location
Sandy, UT 84070
Credentials
Series 63, Series 65
Industry experience
< 1 year
Jeffrey Bernson is the principal of JHB Capital Management LLC and holds Series 63 and Series 65 licenses. He has been a real estate broker and Principal Broker of JHB Realty Advisors since 1979 and has ownership interests in several real estate-related companies, including Tri-Star Development, Capital Storage, and Trilogy REP. His industry experience as a financial advisor is recent, beginning in 2025. JHB Capital Management LLC provides non-discretionary portfolio management and investment planning services to individuals, high-net-worth investors, entities, and charitable organizations. The firm employs a multi-layered analytical process combining third-party models with fundamental, quantitative, and technical inputs, focusing on mutual funds, equities, fixed income, ETFs, and private placements.
Based on JHB Capital Management LLC
1.50% annually
9561 S 700 E, Suite 202
Sandy, UT 84070
Utah
Aegis Capital Management, LLC
2025 - Present (1 year)
Trilogy REP, LLC
2019 - Present (7 years)
Tri-Star Development, LLC
2016 - Present (10 years)
Capital Storage LLC
2015 - Present (11 years)
Jhb Realty Advisors
1979 - Present (47 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Lehi, UT
Tech Wealth, LLC
Series 63, Series 65
Salt Lake City, UT
Steward Financial Services, LLC
CFP®, Series 63, Series 65
Salt Lake City, UT
JHP Planning, LLC
Series 63
Draper, UT
Affiliated Investment Advisors, Inc.
Series 63, Series 65
Draper, UT
Phibbs Financial
Series 65
Lehi, UT
Premier Choice Wealth Advisors, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")