# 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.

- CRD: 119111
- Filed as: JBGLOBAL.COM LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: January 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/119111
- AdvisorCensus page: https://advisorcensus.com/firm/jbglobal-com-llc-new-york-ny-119111

## Quick answers

**How 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.

**How much does Jbglobal.com LLC charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated January 10, 2026)

- 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

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $120,945,234
- Discretionary: $120,945,234
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $998,473 |
| High net worth individuals | 42 | $119,946,761 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jbglobal.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $84,938,393 | 0 | March 16, 2021 |
| October 2022 | $88,671,641 | 0 | June 6, 2022 |
| October 2023 | $79,830,626 | 0 | January 10, 2023 |
| October 2024 | $94,728,499 | 1 | January 10, 2024 |
| October 2025 | $103,935,701 | 1 | January 9, 2025 |
| October 2026 | $120,945,234 | 1 | January 10, 2026 |

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.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $103,935,701 to $120,945,234 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jbglobal.com LLC (CRD 119111): Form ADV filing data as of October 2026.