Jeremy Ouchley
Advisor at JCO Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Jeremy Ouchley is the principal of JCO Advisors LLC in Boise, Idaho, holding a Series 65 designation with two years of industry experience. Prior to founding JCO Advisors, he worked at AmerisourceBergen Corp. for seven years and currently owns and operates Ouchley Law PLLC, a law firm providing legal services primarily to business clients. JCO Advisors LLC offers holistic financial planning, discretionary investment management, retirement plan consulting, and business consulting to a diverse client base including individuals, families, trusts, charitable organizations, and corporations. The firm employs a disciplined, long-term asset allocation strategy focused on no-load mutual funds and ETFs, integrating planning with investment oversight and offering both ongoing and project-based services.
Client services
Based on JCO Advisors LLC
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Based on JCO Advisors LLC
Retirement withdrawal strategies
College savings (529s, UTMA, etc.)
Fee options
Fixed annual fees for ongoing holistic financial planning (first year $3,500 to $30,000; renewal $2,800 to $24,000); fixed fees for limited-scope project financial planning between $500 and $50,000
$0 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.65% $5,000,001+: 0.40%
$350 per hour for limited-scope retirement plan consulting and business consulting services
Fee-only: Fixed annual fees for holistic financial planning ranging from $3,500 to $30,000 in the first year, $2,800 to $24,000 for renewal years; fixed fees for limited-scope project financial planning from $500 to $50,000; hourly fees of $350 per hour for some consulting services; educational seminars fees range from $0 to $50 per participant
Location
Boise, ID
Most active in
Jeremy O has reported serving >5 clients in these states in the last 12 months.
Idaho · Texas
Work history
Ouchley Law PLLC
2025 - Present (1 year)
JCO Advisors LLC
2024 - Present (2 years)
Sabbatical
2022 - 2023 (1 year)
Amerisourcebergen Corp.
2015 - 2022 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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