Jcb Financial, Inc.

Jcb Financial, Inc. (CRD# 140902) is a financial advisory firm headquartered in , . They manage $10,602,748 in 81 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $130,898
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Jcb Financial, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Joseph C. Bucara
CRD#: 2963737
Collegeville, PA
96
Wealthminder
score

Joseph Bucara (CRD# 2963737) is an Investment Advisor Representative working at Jcb Financial, Inc. in Collegeville, PA and has over 19 years of experience in the finance industry. Joseph Bucara has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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