Jbglobal.Com LLC - Investment Advisers

About Jbglobal.Com LLC

Jbglobal.Com LLC is an investment adviser headquartered in New York, New York, and is listed among the investment advisers in New York. The firm reports $120.95 million in regulatory assets under management and has one employee. The firm provides financial planning and wealth management services to individuals, families, and trusts. As a fiduciary, it is obligated to put its clients' interests first. Its management fee covers financial planning on a wide range of topics, including retirement, budgeting, insurance, tax, and trust and estate matters, rather than charging extra for those services. The firm states that it does not earn commissions and that its investment decisions are not driven by compensation. The firm describes a long-term investment strategy based on value investing. It states that it does not try to time markets or trade on short-term price movements, and it typically invests in securities it considers inexpensive. The firm also appears in the US investment advisers directory.

Key Facts

Assets Under Management

$120.95M

Employees

1

SEC File Number

801-72592