JbglobaL.com LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 119111
- Registered since
- July 22, 2011
- Website
- www.jbglobal.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.17%
- Individuals0.83%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
JbglobaL.com LLC is an independent registered investment adviser that focuses on individuals and families. The firm is SEC-registered (registered in 2011) and operates as a limited liability company owned by an individual. Its advice model centers on financial planning and discretionary portfolio management for individuals and small businesses, and its client fee model is a percentage of assets under management. The firm does not position itself as a capital allocator, is not a pension consultant, and does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities11%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 41 E 11th St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
ROC Partners (US) LLC
RIANew York, NY
Connective Portfolio Management, LLC
RIANew York, NY
Marathon Partners Equity Management, LLC
RIANew York, NY
Exceed Advisory LLC
RIANew York, NY
Arkhouse
RIANew York, NY
Valliance Asset Management LLC
RIANew York, NY