DFX Intelligence

Data Factory

RIA / WealthAdvisor29 years in industry

JAMES G. BERMAN

Advisor at JBGLOBAL.COM LLC

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:416f3fa8-c100-6d9c-de12-3e16d082cb60

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Feb 2, 2026 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

James G. Berman

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: JBGLOBAL.COM LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 1, 1996earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 2
Exams: S65
First exam: Dec 10, 2004
First registration: Feb 2, 2026
Dual registered: no
IAPD individual key: 4497557

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
JBGLOBAL.COM LLC	Independent wealth	Feb 11, 2021	n/a	yes	NEW YORK, NY	Current employment
INDEPENDENT FINANCIAL PARTNERS	Bd affiliated wealth	Feb 2, 2026	Feb 9, 2026	no	New York, NY\|TAMPA, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INDEPENDENT FINANCIAL PARTNERS	n/a	Feb 9, 2026	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ JBGLOBAL.COM LLCRegistered adviserregistration: current employment
Feb 11, 2021 to presentfactForm ADV
→ INDEPENDENT FINANCIAL PARTNERSRegistered adviserregistration: previous registration
Feb 2, 2026 to Feb 9, 2026factForm ADV

Dated events

Occurred
Feb 9, 2026
Advisor departed, no destination yet
James G. Berman no longer registered at Independent Financial Partners; no later IA registration on IAPD
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:416f3fa8-c100-6d9c-de12-3e16d082cb60
First observed: Feb 2, 2026
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JAMES G. BERMAN

Advisor at JBGLOBAL.COM LLC

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:416f3fa8-c100-6d9c-de12-3e16d082cb60

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:08 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

JBGLOBAL.COM LLC

Independent wealth

Feb 11, 2021

n/a

yes

NEW YORK, NY

Current employment

INDEPENDENT FINANCIAL PARTNERS

Bd affiliated wealth

Feb 2, 2026

Feb 9, 2026

New York, NY|TAMPA, FL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

INDEPENDENT FINANCIAL PARTNERS

n/a

Feb 9, 2026

n/a

Departure no registered destination

Departure