JCP Investment Management, LLC

Taylor Rhyne is a Series 65-licensed advisor at JCP Investment Management, LLC with two years of industry experience. Prior to joining JCP in 2024, he worked at EY International Services LLC and Ernst & Young US LLP. He also held roles at Hispania and Amerisave Mortgage Corporation. JCP Investment Management provides discretionary investment management services to high-net-worth clients through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm employs a combination of fundamental and cyclical analysis along with active trading strategies tailored to each client’s investment agreements.

John Sullivan is a financial advisor with JCP Investment Management, LLC in Houston, TX, holding a Series 65 designation and three years of industry experience. He previously worked at Navillus Management LLC and Harborside Associates, with a combined career spanning over 17 years. Outside of his advisory role, Mr. Sullivan is involved in multiple family businesses focused on agricultural and real estate investments, where he holds various management and oversight positions. JCP Investment Management provides discretionary investment advisory services primarily to high-net-worth individuals through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm employs fundamental and cyclical analysis and utilizes a range of strategies, including long- and short-term trading, derivatives, and risk management techniques, with a focus on performance-based compensation and comprehensive reporting for investors.

James Pappas is a financial advisor at JCP Investment Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with JCP Investment Management since 2009. Outside of his advisory role, he spends part of his time consulting for his family business. JCP Investment Management offers discretionary investment management to high-net-worth clients through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm employs a combination of fundamental and cyclical analysis with active trading strategies, including options and leverage, tailoring portfolio construction to each fund or account’s specific requirements.

Jacob Saour is a financial advisor at JCP Investment Management, LLC with Series 65 credentials and experience beginning in 2024. Prior to joining JCP, he was managing partner and part owner at Victory Residential LLC, a private placement real estate investment firm focused on apartment complexes. JCP Investment Management provides discretionary advisory services to high-net-worth individuals through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm employs a range of strategies including long- and short-term trading, hedging, and derivative instruments, and is notable for managing private pooled funds with performance-based compensation structures.

Matthew Powalski is a financial advisor at JCP Investment Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at McNair Interests and Capital Technologies family offices, as well as PKF Texas. JCP Investment Management provides discretionary advisory services to high-net-worth individuals through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm employs fundamental and cyclical analysis and utilizes a variety of investment strategies including long-term and short-term trading, short sales, margin, option writing, and derivatives for risk management.

Blake Nelson is a financial advisor at JCP Investment Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Blue River Partners, LLC, Plains Capital Bank, Community Bank and Trust, and Baylor University. JCP Investment Management provides discretionary investment advisory services to high-net-worth individuals through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm employs a range of strategies including long-term and short-term trading, hedging, and derivative instruments, and is notable for its role as adviser and affiliated general partner to private pooled funds with multi-series structures and performance-based compensation.