JBGLOBAL.COM LLC
SEC RegisteredA Registered Investment Advisory Firm Acting as a fiduciary advisor to individuals, families, and trusts
About the firm
JBGlobal.com LLC is a registered investment advisory firm that provides financial planning and wealth management services to individuals, families, and trusts. As fiduciaries, they are legally required to put client interests first and do not earn commissions. Their management fee includes full financial planning services and advice on any financial matter.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and wealth management services, including retirement planning, budgeting, insurance, tax strategy, trusts and estates reviews, and guidance on any money matter such as mortgage refinancing, charitable gifting, 529 education plans, home buying or selling, car leasing, pension funding, long-term care or disability policy analysis, and investment property assessment. Investment management is based on a long-term value investing strategy.
Who they serve
Individuals, families, and trusts
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 8 | $998k |
| High Net Worth Individuals | 42 | $120M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| 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% |
Data as of January 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. JBGLOBAL.COM LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched