JCB Financial, Inc.

RIASEC Registered
Total AUM
$72.7M
Discretionary
$65.2M
90% of AUM
Avg account
$397K
Accounts
183
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
140902
Custodians
SHAREHOLDERS SERVICE GROUP, LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI85.2%
  • Individuals14.8%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Jcb Financial, Inc. operates as an independent registered investment advisor, primarily serving individual and family clients. The firm focuses on providing financial planning services and portfolio management tailored to the needs of individuals and small businesses. Jcb Financial does not engage in capital allocation activities and is not classified as a pension consultant. The firm has a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees, allowing for flexibility in how clients are billed for services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 97%, Exchange Traded Equities 2%, Cash & Cash Equivalents 1%97%
  • Public Funds/Mutual Funds97%
  • Exchange Traded Equities2%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Joseph Bucara

    Joseph Bucara

    PresidentCRD 2963737

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth