JBC FINANCIAL GROUP, INC.

JBC FINANCIAL GROUP, INC. of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 288440). Regulatory assets under management: $141.8M.

Registration

• CRD: 288440
• SEC file number: 801-110685
• Type: Registered investment adviser
• Location: 1850 MT. DIABLO BLVD, SUITE 170, WALNUT CREEK, CA, 94596
• Phone: 925-280-1800
• Latest filing: 2021-03-16
• Regulatory AUM: $141.8M
• Discretionary AUM: $139.7M
• Non-discretionary AUM: $2.1M
• Clients: 9
• Accounts: 276

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288440 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search