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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-24-2024
- Office Locations
- 1
Office Locations
About JCO Advisors LLC
JCO Advisors is a Boise-based, fee-only RIA delivering planning-first holistic financial planning with optional investment management for clients in Idaho and nationwide. The firm emphasizes proactive tax and estate planning and manages broadly diversified, tax- and cost-efficient, long-term portfolios with predominantly ETF implementation (custodied at Schwab). It also provides exit planning for entrepreneurs and executives, led by a former business lawyer with deal and transition experience.
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Client Personas
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Investment Themes
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Owner & Executives
Jeremy Clay Ouchley
Chief Compliance Officer, President
- CRD
- #7853874
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,346,250 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,346,250 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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