JCO ADVISORS LLC

Overview

JCO Advisors LLC operates as a small independent registered investment adviser serving individual and family clients with a focus on financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm charges clients via a mix of percentage of AUM, hourly fees and fixed fees, reflecting flexible engagement models for both ongoing investment management and project-based planning work. It is organized as a limited liability company and is owned by an individual. The firm’s activities include advisory work tied to a law firm affiliation, which may shape the client base and planning work—particularly around estate, tax or business succession matters. JCO Advisors does not identify as an active ESG investor and does not report multi-state adviser status. Its scale and service mix suggest a boutique practice that emphasizes customized planning and discretionary portfolio management for a small number of relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices