Unclaimed Profile

Steven James Didion

JCSD CAPITAL, LLC·WALNUT CREEK, California

Series 7, Series 24, Series 63, Series 65Clean record27 years registeredJCSD CAPITAL, LLC

1676 N. CALIFORNIA BLVD., WALNUT CREEK, CA 94596CRD# 2179021Firm CRD# 163084

Profile Verification

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

Identity

Steven James Didion · WALNUT CREEK, CA

Registration

CRD #2179021 · JCSD CAPITAL, LLC · 27 years registered

Brand Profile

Not yet started

Career History

JCSD CAPITAL, LLC

May 2013 – present

HOEFER & ARNETT CAPITAL MANAGEMENT, INC.

Nov 2003 – Dec 2007

SAN FRANCISCO, CA

PINE CAPITAL MANAGEMENT INC

Aug 1998 – Jul 2002

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 24, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JCSD CAPITAL, LLC

CRD 163084 · SEC 801-107372

AUM

$120M

Regulatory assets under management

Employees

3 client accounts

Services offered by JCSD CAPITAL, LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at JCSD CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Steven James Didion offer?

Steven James Didion specializes in Retirement Planning. Contact their office in WALNUT CREEK, California for a consultation.

What are Steven James Didion's credentials?

Steven James Didion is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven James Didion located?

Steven James Didion 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 Steven James Didion charge for services?

Steven James Didion'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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