Jcp Investment Management, LLC

Jcp Investment Management, LLC (CRD# 150635) is a financial advisory firm headquartered in Houston, TX. They manage $249,818,286 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1177 West Loop South, Suite 1320, Houston, TX 77027
https://www.jcpinv.com
By the Numbers
  • Total Assets Under Management
    250
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $12,490,914
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Jcp Investment Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
James Pappas, financial advisor Houston TX
James C. Pappas
CRD#: 4858317
1177 West Loop South, Suite 1320, Houston, TX 77027

James Pappas (CRD# 4858317) is an Investment Advisor Representative working at Jcp Investment Management, LLC in Houston, TX and has over 17 years of experience in the finance industry.

2
Blake Nelson, financial advisor Houston TX
Blake W. Nelson
CRD#: 7533019
1177 West Loop South, Suite 1320, Houston, TX 77027

Blake Nelson (CRD# 7533019) is an Investment Advisor Representative working at Jcp Investment Management, LLC in Houston, TX and has 1 year of experience in the finance industry.

3
Matthew Powalski, financial advisor Houston TX
Matthew S. Powalski
CRD#: 7421488
1177 West Loop South, Suite 1320, Houston, TX 77027

Matthew Powalski (CRD# 7421488) is an Investment Advisor Representative working at Jcp Investment Management, LLC in Houston, TX and has over 2 years of experience in the finance industry.

4
John Sullivan, financial advisor Houston TX
John R. Sullivan
CRD#: 7537427
1177 West Loop South, Suite 1320, Houston, TX 77027

John Sullivan (CRD# 7537427) is an Investment Advisor Representative working at Jcp Investment Management, LLC in Houston, TX and has 1 year 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.

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