Jcsd Capital, LLC

Jcsd Capital, LLC (CRD# 163084) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $120,066,111 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $120,066,111
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

CA

Financial Advisors at Jcsd Capital, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Steven J. Didion
CRD#: 2179021
1676 N. California Blvd., #630, Walnut Creek, CA 94596
93
Wealthminder
score

Steven Didion (CRD# 2179021) is an Investment Advisor Representative working at Jcsd Capital, LLC in Walnut Creek, CA and has over 25 years of experience in the finance industry.

2
Daniel J. Tachiera
CRD#: 1128331
1676 N. California Blvd., #630, Walnut Creek, CA 94596
93
Wealthminder
score

Daniel Tachiera (CRD# 1128331) is an Investment Advisor Representative working at Jcsd Capital, LLC in Walnut Creek, CA and has over 18 years of experience in the finance industry.

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