Jc Financial Services

Jc Financial Services (CRD# 284702) is a financial advisory firm headquartered in Loomis, CA. They manage $15,271,520 in 46 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5985 Horseshoe Bar Rd., Loomis, CA 95650
https://jc-financial.net/
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $331,990
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Jc Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Ryan Demartini, financial advisor Loomis CA
Ryan C. Demartini
CRD#: 5647971
5985 Horseshoe Bar Rd., Loomis, CA 95650

Ryan Demartini (CRD# 5647971) is an Investment Advisor Representative working at Jc Financial Services in Loomis, CA and has over 11 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals