JBC FINANCIAL GROUP, INC.

WALNUT CREEK WEALTH MANAGEMENT
WALNUT CREEK, California·3 registered advisors·CRD# 288440
SEC# 801-1106850925-280-1800
01

Firm Overview

AUM
$142M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at JBC FINANCIAL GROUP, INC.

3 registered advisors
Bernard Louis Smit
WALNUT CREEK, California
Damien Saul Couture
WALNUT CREEK, California
Deborah Lynn Pursey
WALNUT CREEK, California
05

Office Locations

WALNUT CREEK, California
3 advisors

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Data sourced from SEC Form ADV filings. JBC FINANCIAL GROUP, INC. (CRD# 288440) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.