Steven Didion, financial advisor Walnut Creek CA

Steven Didion

CRD Number: 2179021
Current Firm: Jcsd Capital, LLC

Steven Didion (CRD# 2179021) is an Investment Advisor Representative working at Jcsd Capital, LLC in Walnut Creek, CA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Jcsd Capital, LLC Walnut Creek, CA Oct 2004 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1991
S65 NASAA Investment Advisors Law Examination Feb 2013
Contact Info for Steven J. Didion
Phone Number: 925-954-7207
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    106
    MILLIONS
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $52,820,338
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

CA

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