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JC&COMPANY
JC&COMPANY INC.
CRD 300724
10 CORPORATE PARK, STE.210, IRVINE, CA, 92606, United States
Phone
(949)-553-1110
Fax
949-427-2623
Registration
— (—)
Source
State registered
Total AUM
$2.9M
Discretionary AUM
$2.9M
Team
5 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $166K |
| High net worth individuals | 2 | $2.8M |
| Pension/profit sharing plans | 1 | — |
| Charitable organizations | 1 | — |
All web addresses on file
Official SEC filing: View on IAPD