JBGLOBAL.COM LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$120,945,234
Clients
50
84% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
50
HighAverage account size
$2,418,905
About
The firm provides discretionary investment management to individual clients, trusts, and foundations through separately managed accounts. It tailors asset allocation and security selection to each client’s goals and generally requires a $2,000,000 account minimum, which the firm may waive in certain cases.
The firm follows a long-term, fundamental value-investing approach, emphasizing analysis of company and fund financial statements and avoiding market timing, rapid trading, and most hedging strategies. Portfolio changes are made based on shifts in valuation or client circumstances, tax-loss harvesting is used when appropriate, and clients receive regular account reviews and a quarterly market commentary.
The firm is a single-advisor, owner-operated practice with a multi-decade track record and SEC registration, and its principal is active in financial education and media as an author and instructor. It requires clients to custody assets at a single institutional custodian, does not accept soft-dollar arrangements or cross trades, and allows clients to retain proxy-voting authority rather than voting proxies on their behalf.
Client services
Financial planning
Portfolio management
Expertise
Tax-loss harvesting
Fee options
$0 - $200,000: 1.50% $200,001 - $300,000: 1.25% $300,001 - $500,000: 1.10% $500,001 - $1,000,000: 1.00% Over $1,000,000+: 0.95%
Account minimum: $2,000,000 Fee-only: Tiered percentage of AUM fees as stated above
Main office location
JBGLOBAL.COM LLC
41 East 11 Th Street, 11 Th Floor
New York NY 10003, United States
Number of offices
1
Most active in
JBGLOBAL.COM LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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