James G. Berman
Investment adviser representative at Jbglobal.com LLC
30 yearsExperience
2 statesRegistered in
$120.9MFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- Jbglobal.com LLCNov 1996 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Jbglobal.com LLC
$120.9MAssets managed
50Clients
1Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4497557
- Firm CRD
- 119111