AdvisorCensus / Financial advisors / New York / New York / Jbglobal.com LLC
Jbglobal.com LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2011, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 10, 2026.
Quick answers
From the filingHow is Jbglobal.com LLC compensated?
On its Form ADV (Item 5.E, October 2026), Jbglobal.com LLC reports these compensation arrangements: a percentage of assets under its management.
What does Jbglobal.com LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated January 10, 2026 states: Up to $200,000: 1.5% a year; $200,001 to $300,000: 1.25% a year; $300,001 to $500,000: 1.1% a year; $500,001 to $1,000,000: 1% a year; Above $1,000,001: 0.95% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Jbglobal.com LLC located?
Jbglobal.com LLC's principal office is in New York, NY, according to its Form ADV.
Is Jbglobal.com LLC registered with the SEC or a state?
Jbglobal.com LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 119111.
How much does Jbglobal.com LLC manage?
Jbglobal.com LLC reports $120,945,234 in regulatory assets under management in its Form ADV filing dated January 10, 2026 (100% discretionary).
How have Jbglobal.com LLC's assets and staff changed since 2021?
In the Form ADV data for Jbglobal.com LLC: Regulatory assets under management: $84,938,393 in the October 2021 data and $120,945,234 in the October 2026 data, up 42%. Total employees: 0 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Jbglobal.com LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (42); individuals (other than high net worth individuals) (8).
Which custodians does Jbglobal.com LLC use?
Jbglobal.com LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Jbglobal.com LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/119111
Does Jbglobal.com LLC state an account minimum?
Its Form ADV Part 2A brochure dated January 10, 2026 says: "We require a minimum of $2,000,000 of assets to manage an account. We may waive this minimum at our discretion.."
What changed in Jbglobal.com LLC's recent Form ADV filings?
In the February 2026 filing data: Regulatory assets under management went from $103,935,701 to $120,945,234 (+16%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $200,000 | 1.5% |
| $200,001 to $300,000 | 1.25% |
| $300,001 to $500,000 | 1.1% |
| $500,001 to $1,000,000 | 1% |
| Above $1,000,001 | 0.95% |
The brochure's wording
We charge fees for investment advisory services to individual, separate accounts based on the following scale: TOTAL ASSETS MANAGED ANNUAL FEE Up to $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 (the brochure says it may be waived or negotiated)
The brochure's wording
We require a minimum of $2,000,000 of assets to manage an account. We may waive this minimum at our discretion..
As stated in the firm's Form ADV Part 2A brochure dated January 10, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$120,945,234 as of October 2026, filing dated January 10, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2011 (15 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $120,945,234 | 1 | January 10, 2026 |
| October 2025 | $103,935,701 | 1 | January 9, 2025 |
| October 2024 | $94,728,499 | 1 | January 10, 2024 |
| October 2023 | $79,830,626 | 0 | January 10, 2023 |
| October 2022 | $88,671,641 | 0 | June 6, 2022 |
| October 2021 | $84,938,393 | 0 | March 16, 2021 |
Regulatory assets under management: $84,938,393 in the October 2021 data and $120,945,234 in the October 2026 data, up 42%.
Total employees: 0 in October 2021 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- February 2026
- Regulatory assets under management went from $103,935,701 to $120,945,234 (+16%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Jbglobal.com LLC (CRD 119111): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/jbglobal-com-llc-new-york-ny-119111