Unclaimed Profile

Bernard Louis Smit

JBC FINANCIAL GROUP, INC.·WALNUT CREEK, California

Clean recordJBC FINANCIAL GROUP, INC.

1850 MT. DIABLO BLVD, WALNUT CREEK, CA 94596CRD# 1416473Firm CRD# 288440

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bernard Louis Smit · WALNUT CREEK, CA

Registration

CRD #1416473 · JBC FINANCIAL GROUP, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Bernard Louis Smit is a registered financial advisor based in WALNUT CREEK, California, affiliated with JBC FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

JBC FINANCIAL GROUP, INC.

WALNUT CREEK WEALTH MANAGEMENT

AUM

$142M

Regulatory assets under management

Employees

Total firm employees

View all advisors at JBC FINANCIAL GROUP, INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1416473

Firm CRD# 288440

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bernard Louis Smit offer?

Bernard Louis Smit specializes in Financial Planning, Investment Management. Contact their office in WALNUT CREEK, California for a consultation.

What are Bernard Louis Smit's credentials?

Bernard Louis Smit is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bernard Louis Smit located?

Bernard Louis Smit is based in WALNUT CREEK, California, working with JBC FINANCIAL GROUP, INC.. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.

How does Bernard Louis Smit charge for services?

Bernard Louis Smit's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JBC FINANCIAL GROUP, INC.?

JBC FINANCIAL GROUP, INC. has approximately 9 employees and manages $142M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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