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).
Total Assets Under Management11MILLION
Total Number of Accounts81ACCOUNTS
Average Account Value$130,898
- A percentage of assets under your management
- Hourly charges
- 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
Joseph Bucara (CRD# 2963737) is an Investment Advisor Representative working at Jcb Financial, Inc. in Collegeville, PA and has over 20 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.