JCB Financial, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 140902
- Website
- www.jcbfinancial.com
- Custodians
- SHAREHOLDERS SERVICE GROUP, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.2%
- Individuals14.8%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Jcb Financial, Inc. operates as an independent registered investment advisor, primarily serving individual and family clients. The firm focuses on providing financial planning services and portfolio management tailored to the needs of individuals and small businesses. Jcb Financial does not engage in capital allocation activities and is not classified as a pension consultant. The firm has a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees, allowing for flexibility in how clients are billed for services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Exchange Traded Equities2%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Joseph Bucara
PresidentCRD 2963737
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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