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JC FINANCIAL SERVICES
CRD 284702
5985 HORSESHOE BAR RD., LOOMIS, CA, 95650, United States
Phone
916-652-9266
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$24.0M
Discretionary AUM
$24.0M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $10.7M |
| High net worth individuals | 3 | $13.4M |
All web addresses on file
Official SEC filing: View on IAPD