A complete list of active advisors currently associated with JC&Company

Warmer can help you find a great advisor at JC&Company or one who fits your needs even better.

JC&Company provides discretionary portfolio management and integrated financial planning to individuals, families, trusts, charitable organizations and ERISA retirement plans. The firm’s strategies include public securities, options, structured products and, where appropriate, private investments, and clients may impose reasonable investment restrictions subject to feasibility. JC&Company implements customized, risk‑adjusted portfolios and may utilize third‑party sub‑advisers for implementation; it exercises discretionary trading authority, conducts periodic account reviews, and votes client proxies. The firm’s engagement model includes both an ongoing asset‑based advisory relationship and, notably, the use of performance‑based fees for certain structured investments, which the brochure discloses as part of its compensation arrangements. Compared with many small RIAs, JC&Company’s brochure highlights a heavier use of structured products and alternative instruments and an explicit referral model with a major broker‑dealer under which the firm receives a disclosed portion of advisory fees for managed account programs. The materials also emphasize compliance controls — a written Code of Ethics, use of independent custodians (no custody except authorized fee deduction), and ERISA fiduciary acknowledgements — which callers may find relevant when evaluating advisers that offer structured investments and broker‑dealer referrals.

To learn more about the advisors currently working at JC&Company, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.