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Jeffrey Lewis Bernstein

Jlb Capital Management LLC

San Diego, CA

CRD 5906871

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Employer firm

Jlb Capital Management LLC CRD 157305

$6.00M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Jlb Capital Management Llc

San Diego, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-14
  • CA RA
    APPROVED
    Since 2025-10-14

Branch Locations

San Diego, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
None San Diego CA 05/2001 Present
  • 05/2001 → Present
    None
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-04-19
  • S65 Uniform Investment Adviser Law Examination
    2011-04-19

View on SEC IAPD

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