{
  "crd_number": 119111,
  "slug": "jbglobal-com-llc-new-york-ny-119111",
  "primary_business_name": "JBGLOBAL.COM LLC",
  "legal_name": "JBGLOBAL.COM LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2011-07-22",
  "years_registered": 15,
  "period": "2026-10-01",
  "filing_date": "2026-01-10",
  "carried_forward": false,
  "raum_total": 120945234.0,
  "raum_discretionary": 120945234.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": null,
      "count": 0
    },
    "charitable": {
      "raum": null,
      "count": 0
    },
    "individuals": {
      "raum": 998473.0,
      "count": 8
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "state_municipal": {
      "raum": null,
      "count": 0
    },
    "insurance_companies": {
      "raum": null,
      "count": 0
    },
    "investment_companies": {
      "raum": null,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 119946761.0,
      "count": 42
    },
    "pooled_investment_vehicles": {
      "raum": null,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": null,
      "count": 0
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NJ",
    "NY"
  ],
  "websites": [
    "https://jbglobal.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/119111",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/jbglobal-com-llc-new-york-ny-119111",
  "display_name": "Jbglobal.com LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Jbglobal.com LLC (CRD 119111): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Jbglobal.com LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Jbglobal.com LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "What does Jbglobal.com LLC's brochure say about its fees?",
      "a": "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."
    },
    {
      "q": "Where is Jbglobal.com LLC located?",
      "a": "Jbglobal.com LLC's principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Jbglobal.com LLC registered with the SEC or a state?",
      "a": "Jbglobal.com LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 119111."
    },
    {
      "q": "How much does Jbglobal.com LLC manage?",
      "a": "Jbglobal.com LLC reports $120,945,234 in regulatory assets under management in its Form ADV filing dated January 10, 2026 (100% discretionary)."
    },
    {
      "q": "How have Jbglobal.com LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Jbglobal.com LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (42); individuals (other than high net worth individuals) (8)."
    },
    {
      "q": "Which custodians does Jbglobal.com LLC use?",
      "a": "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."
    },
    {
      "q": "Does Jbglobal.com LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Jbglobal.com LLC state an account minimum?",
      "a": "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..\""
    },
    {
      "q": "What changed in Jbglobal.com LLC's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Regulatory assets under management went from $103,935,701 to $120,945,234 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 84938393.0,
      "total_employees": 0,
      "filing_date": "2021-03-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 88671641.0,
      "total_employees": 0,
      "filing_date": "2022-06-06"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 79830626.0,
      "total_employees": 0,
      "filing_date": "2023-01-10"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 94728499.0,
      "total_employees": 1,
      "filing_date": "2024-01-10"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 103935701.0,
      "total_employees": 1,
      "filing_date": "2025-01-09"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 120945234.0,
      "total_employees": 1,
      "filing_date": "2026-01-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $103,935,701 to $120,945,234 (+16%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 10, 2026",
    "tiers": [
      {
        "band": "Up to $200,000",
        "rate": "1.5%"
      },
      {
        "band": "$200,001 to $300,000",
        "rate": "1.25%"
      },
      {
        "band": "$300,001 to $500,000",
        "rate": "1.1%"
      },
      {
        "band": "$500,001 to $1,000,000",
        "rate": "1%"
      },
      {
        "band": "Above $1,000,001",
        "rate": "0.95%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$2,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "We charge fees for investment advisory services to individual, separate accounts based on the following scale: \n TOTAL ASSETS MANAGED  ANNUAL FEE \n Up to $200,000  1.50% \n $200,001-$300,000  1.25% \n $300,001-$500,000  1.10% \n $500,001-$1,000,000  1.00% \n Over $1,000,000  0.95%"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "We require a minimum of $2,000,000 of assets to manage an account. We may waive this minimum at our discretion.."
        ]
      }
    ],
    "quotes": [
      "We charge fees for investment advisory services to individual, separate accounts based on the following scale: \n TOTAL ASSETS MANAGED  ANNUAL FEE \n Up to $200,000  1.50% \n $200,001-$300,000  1.25% \n $300,001-$500,000  1.10% \n $500,001-$1,000,000  1.00% \n Over $1,000,000  0.95%",
      "We require a minimum of $2,000,000 of assets to manage an account. We may waive this minimum at our discretion.."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/jbglobal-com-llc-new-york-ny-119111.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 998473.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 42,
      "fewer_than_5": false,
      "raum": 119946761.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/119111",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}