Advisor at JC Financial Services
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.
Firm
JC Financial Services
Location
Loomis, CA 95650
Credentials
Series 63, Series 65
Industry experience
9 years
Ryan Demartini is the principal of JC Financial Services in Loomis, CA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JC Financial Services since 2016, following a brief tenure at Johnston, Martin & Montgomery. In addition to his advisory role, he operates JC Bookkeeping, providing bookkeeping and tax preparation services. JC Financial Services offers investment management and financial planning to individuals, pension and profit-sharing plans, and corporate clients, including services for small-business retirement plans. The firm employs a passive investment approach using index mutual funds and ETFs and integrates its tax preparation and bookkeeping practice as part of its service offerings.
Based on JC Financial Services
$500 initial startup fee for Comprehensive Financial Planning
$0 - $2,000,000: 1.00% $2,000,000+: 0.50%
$250 per hour, depending on complexity
$100-$250 per month for Comprehensive Financial Planning
5985 Horseshoe Bar Rd.
Loomis, CA 95650
California
JC Financial Services
2016 - Present (10 years)
JC Bookkeeping
2016 - Present (10 years)
Johnston, Martin & Montgomery
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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