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
http://www.jcinvestment.net
By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    138
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Jc Financial Planning & Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Juerg Ciceri, financial advisor Long Beach CA
Juerg S. Ciceri
CRD#: 2216052
Long Beach, CA

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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