JC FINANCIAL SERVICES

JC FINANCIAL SERVICES of LOOMIS, CA is an SEC-registered investment adviser (CRD 284702). Regulatory assets under management: $24.0M.

Registration

• CRD: 284702
• Type: Registered investment adviser
• Location: 5985 HORSESHOE BAR RD., LOOMIS, CA, 95650
• Phone: 916-652-9266
• Latest filing: 2026-03-05
• Regulatory AUM: $24.0M
• Discretionary AUM: $24.0M
• Clients: 1
• Accounts: 53

Business model

Compensation: % of AUM, 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 284702 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search