JCB FINANCIAL, INC.

JCB FINANCIAL, INC. is an SEC-registered investment adviser (CRD 140902). Regulatory assets under management: $72.7M.

Registration

• CRD: 140902
• Type: Registered investment adviser
• Phone: 610.454.0727
• Latest filing: 2025-03-19
• Regulatory AUM: $72.7M
• Discretionary AUM: $65.2M
• Non-discretionary AUM: $7.5M
• Clients: 1
• Accounts: 183

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 140902 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search