JCC Capital Markets, LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
26
Avg account
$0

Firm details

Headquarters
Laguna Niguel, California
CRD number
146776
Registered since
August 19, 2008

Firm profile

FINTRX

Overview

JCC Capital Markets, LLC is registered as an investment bank organized as a limited liability company that first registered with the SEC in 2008. The firm is individually owned and reports it does not act as a capital allocator or as an active ESG investor. Several advisor-type flags are marked negative: the firm is not listed as a multi-state adviser, is not newly formed, and does not identify as a pension consultant or related adviser. FINTRX does not supply details about the firm’s client types, fee model, or specific business and advisory activities. The available data positions JCC Capital Markets more as a broker/investment-banking entity than as a traditional asset-management or wealth-advisory firm.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Ralph Freeman

    Ralph Freeman

    CMC, Chairman and CEOCRD 824393

  • Mark Atchity

    Mark Atchity

    CEO and PresidentCRD 2530342

Contacts

3 of 24
  • Yves-Martin Felker

    Yves-Martin Felker

    Managing DirectorCRD 7835107

  • Eric Jensen

    Eric Jensen

    President & OwnerCRD 7790345

  • Kwok Kwong

    Kwok Kwong

    ChairmanCRD 5698460

Unlock 21 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Laguna Niguel, CA

Orange

Location

Laguna Niguel, CA

Headquartered in Laguna Niguel, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
30011 Ivy Glenn Dr
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth