A complete list of active advisors currently associated with JBGLOBAL.COM LLC
Warmer can help you find a great advisor at JBGLOBAL.COM LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at JBGLOBAL.COM LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 16
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")