JBGLOBAL.COM LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment management to individual clients, trusts, and foundations through separately managed accounts. It tailors asset allocation and security selection to each client’s goals and generally requires a $2,000,000 account minimum, which the firm may waive in certain cases.
The firm follows a long-term, fundamental value-investing approach, emphasizing analysis of company and fund financial statements and avoiding market timing, rapid trading, and most hedging strategies. Portfolio changes are made based on shifts in valuation or client circumstances, tax-loss harvesting is used when appropriate, and clients receive regular account reviews and a quarterly market commentary.
The firm is a single-advisor, owner-operated practice with a multi-decade track record and SEC registration, and its principal is active in financial education and media as an author and instructor. It requires clients to custody assets at a single institutional custodian, does not accept soft-dollar arrangements or cross trades, and allows clients to retain proxy-voting authority rather than voting proxies on their behalf.
Client services
Expertise
Fee options
$0 - $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 Fee-only: Tiered percentage of AUM fees as stated above
Main office
41 East 11th Street, 11th Floor
New York NY 10003
Advisors at this office
1
Most active in
New Jersey · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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