JBGLOBAL.COM LLC

Overview

JbglobaL.com LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2011. The firm is individually owned and focuses on fee-based wealth management for individuals, families and small-business owners. Its advisory services emphasize financial planning and discretionary portfolio management for individual and small-business clients, with fees charged as a percentage of assets under management. The firm does not describe itself as an active ESG investor, is not set up as a multi-state adviser, and does not act as a capital allocator or pension consultant. Its profile indicates a straightforward private-client focus rather than institutional or related-adviser arrangements.

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Location & Offices