# James Berman

> James Berman is a fee-only financial advisor at JBGlobal.com in New York, New York. James focuses on retirement planning and pension planning. JBGlobal.com reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/james-berman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** JBGlobal.com
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $120.9M across 185 accounts
- **Specialties:** Retirement planning, Pension planning
- **CRD:** 4497557 (https://adviserinfo.sec.gov/individual/summary/4497557)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 65 (2004)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.jbglobal.com

## Frequently asked questions

### Is James Berman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and JBGlobal.com reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does James charge for financial advice?

James's firm, JBGlobal.com, reports charging a percentage of assets on its SEC Form ADV.

### Where is James Berman based?

James Berman is based in New York, New York.

### What does James specialize in?

James's specialties include retirement planning and pension planning.

### Is James Berman registered with the SEC?

Yes. James Berman is registered as an investment adviser representative in NY (CRD 4497557), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does JBGlobal.com manage?

JBGlobal.com reports $120.9M across 185 accounts in assets under management.

### How do I contact James Berman?

Through James's website, www.jbglobal.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4497557): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.jbglobal.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.