A complete list of active advisors currently associated with JV Global Capital, Inc.

Warmer can help you find a great advisor at JV Global Capital, Inc. or one who fits your needs even better.

JV Global Capital, Inc. provides wealth and portfolio management, financial planning, retirement and estate planning, and institutional retirement plan consulting to high‑net‑worth and individual clients, as well as corporations, trusts and other institutional clients. The firm also offers newsletters and multi‑family office services and supports both household investment management and plan-level advisory engagements. The firm follows a goals‑based, customized investment process that emphasizes suitability and client approval: most household portfolios are managed on a non‑discretionary basis with investment proposals presented to clients for approval, and financial planning and IPS work are supported by tools such as RightCapital and Morningstar Advisor Workstation. For retirement plans JVGC provides both 3(21) co‑fiduciary monitoring and 3(38) discretionary menu management, coordinating with external counsel, tax advisors and custodians as part of implementation and reporting. JVGC’s ownership structure includes an indirect affiliation with Banca Afirme in Mexico, and the firm reports a meaningful non‑U.S. client orientation, a combination that is uncommon among similar supported advisers. Its operating mix is also atypical for peers: a predominance of non‑discretionary retail AUM alongside institutional 3(38) services, the routine publication of regulated newsletters, and the use of compensated external referrers and multi‑family office services.

To learn more about the advisors currently working at JV Global Capital, Inc., 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.