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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Delta matrix
- Established Date
- 06-01-2016
- Office Locations
- 1
Office Locations
About JC Financial Services
JC Financial Services is a local team providing bookkeeping, payroll, and tax preparation, focused on timely, accurate financial information that supports both personal financial health and business decision-making. The firm emphasizes clear communication and practical insights, operating as an outsourced in-house bookkeeping function. Notable detail: over 140 combined years of experience and a family-like service approach.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RYAN CHRISTOPHER DEMARTINI
Agent, Chief Compliance Officer, President
- CRD
- #5647971
- Ownership
- 50% but less than 75%
JACQUELINE MARIE DEMARTINI
Owner, TREASURER
- CRD
- --
- Ownership
- 10% but less than 25%
Oak matrix
Delta delta frontier
- CRD
- #50946
- Ownership
- 13.9%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,049,096 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,049,096 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,049,096
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,285,531,819 | 82.1% |
| Cash | $280,280,385 | 17.9% |
| Total | $1,565,812,204 | 100.0% |