Jbglobal.Com Llc
- Regulatory AUM
- $121M
- Discretionary
- $121M
- Clients
- 50
- Avg AUM / client
- $2.4M
- Accounts
- 185
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 10, 2026
Investments (13F portfolio — 32 positions, $114,335,771)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | SHRT TRM CORP BD | $24,103,851 | 304,996 | 21.1% | 19.9% |
| 2 | Ishares Tr | ISHS 1-5YR INVS | $20,105,271 | 383,615 | 17.6% | 16.6% |
| 3 | Schwab Strategic Tr | US LCAP VA ETF | $19,331,157 | 555,333 | 16.9% | 16.0% |
| 4 | Wisdomtree Tr | JAPN HEDGE EQT | $12,946,253 | 74,610 | 11.3% | 10.7% |
| 5 | Vanguard Index Fds | SM CP VAL ETF | $10,266,432 | 42,250 | 8.98% | 8.49% |
| 6 | Vaneck Etf Trust | JP MRGAN EM LOC | $6,529,787 | 255,469 | 5.71% | 5.4% |
| 7 | Vanguard Scottsdale Fds | INT-TERM CORP | $4,660,055 | 56,383 | 4.08% | 3.85% |
| 8 | Apple Inc | COM | $2,487,167 | 8,595 | 2.18% | 2.06% |
| 9 | Select Sector Spdr Tr | ST STR STAPL ETF | $1,815,080 | 21,850 | 1.59% | 1.5% |
| 10 | Alphabet Inc | CAP STK CL A | $1,718,233 | 4,808 | 1.5% | 1.42% |
| 11 | Ishares Inc | MSCI EMRG CHN | $1,517,671 | 14,835 | 1.33% | 1.25% |
| 12 | Select Sector Spdr Tr | ST STR FINL ETF | $692,695 | 12,921 | 0.61% | 0.57% |
| 13 | Amazon Com Inc | COM | $659,963 | 2,769 | 0.58% | 0.55% |
| 14 | Lowes Cos Inc | COM | $647,854 | 2,938 | 0.57% | 0.54% |
| 15 | Vaneck Etf Trust | GOLD MINERS ETF | $595,523 | 7,893 | 0.52% | 0.49% |
| 16 | Paychex Inc | COM | $571,945 | 5,817 | 0.5% | 0.47% |
| 17 | Microsoft Corp | COM | $546,552 | 1,465 | 0.48% | 0.45% |
| 18 | Ishares Inc | MSCI GBL ETF NEW | $534,573 | 9,193 | 0.47% | 0.44% |
| 19 | Capital One Finl Corp | COM | $408,998 | 2,039 | 0.36% | 0.34% |
| 20 | Emerson Elec Co | COM | $393,090 | 2,746 | 0.34% | 0.33% |
| 21 | Berkshire Hathaway Inc Del | CL B NEW | $387,302 | 774 | 0.34% | 0.32% |
| 22 | Automatic Data Processing In | COM | $383,199 | 1,711 | 0.34% | 0.32% |
| 23 | Schwab Strategic Tr | US BRD MKT ETF | $380,756 | 13,148 | 0.33% | 0.31% |
| 24 | Etsy Inc | COM | $377,177 | 5,007 | 0.33% | 0.31% |
| 25 | Starbucks Corp | COM | $369,901 | 3,620 | 0.32% | 0.31% |
Top 25 of 32 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 8 | $998K | 0.83% |
| High net worth individuals | 42 | $120M | 99.2% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James G. Berman | Managing Member & Chief Compliance Officer | Jun 2000 (26y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/10/2026 | 909 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $70.4M (58% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 10, 2026.
View current Form ADV (SEC/IAPD) ↗