$72.7M Total AUM
$65.2M Disc. AUM
-- 3Y CAGR
1 Employees
67 ADV. Clients
19 yrs Firm Age
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- Custodian
- SSG
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-05-2006
- Office Locations
- 1
Office Locations
-- Collegeville PA
About JCB Financial, Inc.
JCB Financial, Inc. is a Collegeville, PA boutique RIA led by President Joseph Charles Bucara Jr., serving retail clients including entrepreneurs. The firm provides financial and investment planning, portfolio management, retirement, tax and estate planning, and insurance/life insurance guidance, with portfolios largely in public funds and some ETFs, emphasizing risk management.
Team overview
57 AVG AGE
$72.7M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
19.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
Available
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JOSEPH CHARLES BUCARA JR
Financial Advisor, President
- CRD
- #2963737
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,232,459 | -- |
| Non-Discretionary | $7,466,252 | -- |
| Total | $72,698,711 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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