Jcb Financial, Inc.
Jcb Financial, Inc. (CRD# 140902) is a financial advisory firm headquartered in , . They manage $63,966,077 in 161 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Jcb Financial, Inc.
By the Numbers
-
Total Assets Under Management64MILLION
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Total Number of Accounts161ACCOUNTS
-
Average Account Value$397,305
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
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.
PA
Financial Advisors at Jcb Financial, Inc.
1
Joseph Bucara (CRD# 2963737) is an Investment Advisor Representative working at Jcb Financial, Inc. in Collegeville, PA and has over 26 years of experience in the finance industry.
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