JC FINANCIAL SERVICES

Overview

JC Financial Services is an independent, privately owned registered investment adviser that serves individual and family clients. The firm operates with an accountant background and offers fee-based financial planning and portfolio management for individuals and small businesses, alongside educational seminars and workshops. Its fee model combines a percentage-of-AUM schedule with fixed-fee engagements. The firm does not present itself as an active ESG investor, is not a capital allocator, and does not report multi-state advisory status.

Assets & Accounts

Public Holdings

Investments & Alternatives