Unclaimed Profile

Joseph P Colmery

JCSD CAPITAL, LLC·WALNUT CREEK, California

Clean recordJCSD CAPITAL, LLC

1676 N. CALIFORNIA BLVD., WALNUT CREEK, CA 94596CRD# 5118828Firm CRD# 163084

Profile Verification

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

Identity

Joseph P Colmery · WALNUT CREEK, CA

Registration

CRD #5118828 · JCSD CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Joseph P Colmery is a registered financial advisor based in WALNUT CREEK, California, affiliated with JCSD CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

JCSD CAPITAL, LLC

AUM

$120M

Regulatory assets under management

Employees

Total firm employees

View all advisors at JCSD CAPITAL, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5118828

Firm CRD# 163084

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joseph P Colmery offer?

Joseph P Colmery specializes in Retirement Planning. Contact their office in WALNUT CREEK, California for a consultation.

What are Joseph P Colmery's credentials?

Joseph P Colmery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph P Colmery located?

Joseph P Colmery is based in WALNUT CREEK, California, working with JCSD CAPITAL, LLC. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.

How does Joseph P Colmery charge for services?

Joseph P Colmery's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JCSD CAPITAL, LLC?

JCSD CAPITAL, LLC has approximately 3 employees and manages $120M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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