James Berman
JBGlobal.com · New York, New York
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.
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Specialties
Facts
| Firm | JBGlobal.com |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $120.9M across 185 accounts |
| SEC registration | Investment adviser representative in NY · CRD 4497557 |
| Exams passed | Series 65 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.jbglobal.com |
How James's firm compares
- JBGlobal.com's average account is about $654,000, from its Form ADV (assets managed divided by 185 accounts).
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Questions about James
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- JBGlobal.com website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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