Jc&Company

Overview

Jc&Company is a small, corporately organized registered adviser owned by an individual that provides portfolio management primarily for individuals and small businesses while also serving some institutional clients. The firm charges a mix of asset-based fees and fixed fees. It does not identify as an active ESG investor, is not multi-state, and does not present itself as a capital allocator; its regulatory registration year is not provided. Service relationships reported alongside the firm include accountants, law firms, insurance companies, and real estate brokers, suggesting advisers may coordinate with those professionals when delivering financial planning, tax or property-related guidance. The firm’s advisory activity is focused on direct portfolio management rather than broader pension consulting or related-adviser arrangements.

Assets & Accounts

Investments & Alternatives

Location & Offices