Jcd Wealth Management

Jcd Wealth Management (CRD# 162443) is a financial advisory firm headquartered in Julesburg, CO. They manage $60,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • 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.


Financial Advisors at Jcd Wealth Management
Showing 1 - 1 of 1 top financial advisors.
James C. Dolezal
CRD#: 5038194
112 East 2nd Street, Julesburg, CO 80737

James Dolezal (CRD# 5038194) is an Investment Advisor Representative working at Jcd Wealth Management in Julesburg, CO and has over 10 years of experience in the finance industry.

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