Jc Financial Planning & Investments, LLC
Jc Financial Planning & Investments, LLC (CRD# 142703) is a financial advisory firm headquartered in , . They manage $51,040,000 in 138 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Jc Financial Planning & Investments, LLC
By the Numbers
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Total Assets Under Management51MILLION
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Total Number of Accounts138ACCOUNTS
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Average Account Value$369,855
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Jc Financial Planning & Investments, LLC
1
Juerg Ciceri (CRD# 2216052) is an Investment Advisor Representative working at Jc Financial Planning & Investments, LLC in Long Beach, CA and has over 31 years of experience in the finance industry.
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