JCC Capital Markets, LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
27
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 organized as a limited liability company and is classified in the snapshot as an investment bank. The firm registered with the SEC in 2008 and is owned by an individual. The available profile flags the firm as not operating as a capital allocator, not a multi-state adviser, not a pension consultant, not a related adviser, and not an active ESG investor. The dataset does not supply details on fee structures, client types, specific business lines, or advisory activities. The combination of an investment-bank classification and the absence of disclosed advisory or capital-allocation roles suggests the firm's activities are oriented toward capital markets and intermediary services rather than traditional discretionary wealth management or institutional portfolio allocation. The record is limited, so any operational or service specifics beyond the regulatory classification are not evident from the provided data.

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 25
  • Yves-Martin Felker

    Yves-Martin Felker

    Managing DirectorCRD 7835107

  • Eric Jensen

    Eric Jensen

    President & OwnerCRD 7790345

  • Kwok Kwong

    Kwok Kwong

    ChairmanCRD 5698460

Unlock 22 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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth