About JNB Wealth

Built for Simplicity, Growth, and Trust

High-level investment and estate planning for entrepreneurs, professionals, and high earners

Josh Bergman, JD, CFA®

JD and CFA — a rare combination of legal and financial expertise in one trusted advisor.

Core Advantages

Prior to founding JNB Wealth, Josh was on a team responsible for managing approximately $4.5 billion of client assets. Josh also began his career by crafting estate and succession plans for his clients.

We mitigate emotional influences by thinking through a wide range of outcomes in advance, gameplanning for each scenario and having the conviction to execute when opportunities present themselves.

We focus on outcomes over years and decades, rather than weeks and months – we want to help your children and grandchildren benefit from your hard work.

We consider the impact of our decisions net of income, gift and estate taxes and leverage our network of Trusts & Estates attorneys to efficiently craft plans for our clients where helpful.

We are “fee-only”, meaning that we do not earn commissions for pushing products, nor do we have to appease shareholders on quarterly earnings calls.

Operational efficiencies provide Josh with the time to focus on the highest value-added activities including portfolio management, research, and spending time with clients.

What is JNB Wealth?

JNB Wealth

A wealth advisory practice founded by Josh Bergman, JD, CFA

Josh’s Background

Trusts & Estates attorney turned CFA Charterholder with over a decade of experience helping clients achieve peace of mind

Mission

Simplify wealth to amplify life

Fiduciary

We feel morally obligated to put our clients’ interests first, but we are also legally obligated to do so

Typical Clients

JNB Wealth serves ultra-high net worth families, but is equally passionate about helping charitable institutions and “everyday investors” live the life they aspire to

What Makes JNB Wealth Different?

Unique Perspective

Rare combination of financial, legal and estate planning experience in one trusted advisor, along with the resources of a larger firm

Access

Institutional-quality advice at more accessible minimum investment levels

Infrastructure

Values

Above all, we genuinely care – our clients can feel it and know that they can trust us to always do the right thing

About Josh

Mission: To leverage Josh’s unique blend of experiences, skillsets, and networks to help families reach their financial goals, so they can focus on what is most important to them

Why: Because Josh cares about his clients and because he believes he can make a positive difference in their lives. In his prior roles, he was unable to work with family and friends who asked for his advice but who were not ultra-high-net-worth investors. Now, he is able to work with those family and friends, including those who sit around the Thanksgiving table with him, regardless of the size of their account

Boutique Vision: We go the extra mile for our clients! Our small-by-design firm is built to focus on deep, meaningful partnerships with our clients instead of just chasing growth

Experience

Capital Allocator

Prior to founding JNB Wealth, Josh was a Vice President at Allen & Company Investment Advisors, where he earned the Chartered Financial Analyst (CFA) designation and was on a team responsible for managing approximately $4.5 billion on behalf of ultra-high-net- worth families and charitable entities

Legal Counsel

Before joining Allen, Josh was an attorney at the law firms Simpson Thacher & Bartlett LLP and Curtis, Mallet-Prevost, Colt & Mosle LLP, where he focused primarily on succession planning techniques to maximize family wealth net of income, gift, and estate taxes over multi-generation time horizons

Education

University of Miami, undergraduate degree in Finance and minors in Philosophy, Psychology and Accounting, recipient of full academic scholarship, graduated summa cum laude

University of Pennsylvania Law, where he was awarded the James Wilson Scholarship and earned the George Shechtman Prize, graduated magna cum laude

Powered by Savvy: Savvy is a modern technology platform, which enables Josh to deliver highly personalized service with operational efficiency; that means more time focused on what matters most: you, your family, and your goals