JC Financial Planning & Investments, LLC
Firm details
- Headquarters
- ,
- CRD number
- 142703
- Website
- www.jcinvestment.net
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.71%
- Individuals15.94%
- Corporations / Businesses0.35%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
JC Financial Planning & Investments, LLC is an independent registered investment adviser operating as an LLC and owned by an individual. The firm focuses on serving individual and family clients through financial planning and portfolio management for individuals and small businesses. Its fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a pension consultant or related adviser.
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 Funds67%
- Exchange Traded Equities26%
- US Government Bonds4%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
Contacts
1 of 1
Juerg Ciceri
Managing MemberCRD 2216052
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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