Advisors at this firm
Taylor R
Series 65
Houston, TX
JCP Investment Management, LLC
Taylor Rhyne is a financial advisor at JCP Investment Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at EY International Services LLC and Ernst and Young US LLP. JCP Investment Management provides discretionary investment advisory services to high-net-worth individuals through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm employs a range of investment strategies including long- and short-term trading, short sales, margin, option writing, and derivatives for risk management, with a focus on performance-based compensation and multi-series private pooled funds.
John S
Series 65
Houston, TX
JCP Investment Management, LLC
John Sullivan is a financial advisor with JCP Investment Management, LLC in Houston, TX, holding a Series 65 designation and three years of industry experience. He previously worked at Navillus Management LLC and Harborside Associates, with a combined career spanning over 17 years. Outside of his advisory role, Mr. Sullivan is involved in multiple family businesses focused on agricultural and real estate investments, where he holds various management and oversight positions. JCP Investment Management provides discretionary investment advisory services primarily to high-net-worth individuals through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm employs fundamental and cyclical analysis and utilizes a range of strategies, including long- and short-term trading, derivatives, and risk management techniques, with a focus on performance-based compensation and comprehensive reporting for investors.
James P
Series 63, Series 65
Houston, TX
JCP Investment Management, LLC
James Pappas is a financial advisor at JCP Investment Management, LLC in Houston, TX, with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with JCP Investment Management since 2009. In addition to his advisory role, he spends a portion of his time consulting for his family business. JCP Investment Management provides discretionary investment advisory services to high-net-worth individuals through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm employs fundamental and cyclical analysis along with a variety of trading strategies, and it serves accredited investors and qualified clients with performance-based compensation structures.
Jacob S
Series 65
Houston, TX
JCP Investment Management, LLC
Jacob Saour is a financial advisor at JCP Investment Management, LLC with Series 65 credentials and experience beginning in 2024. Prior to joining JCP, he was managing partner and part owner at Victory Residential LLC, a private placement real estate investment firm focused on apartment complexes. JCP Investment Management provides discretionary advisory services to high-net-worth individuals through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm employs a range of strategies including long- and short-term trading, hedging, and derivative instruments, and is notable for managing private pooled funds with performance-based compensation structures.
Matthew P
Series 65
Houston, TX
JCP Investment Management, LLC
Matthew Powalski is a financial advisor at JCP Investment Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at McNair Interests and Capital Technologies family offices, as well as PKF Texas. JCP Investment Management provides discretionary advisory services to high-net-worth individuals through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm employs fundamental and cyclical analysis and utilizes a variety of investment strategies including long-term and short-term trading, short sales, margin, option writing, and derivatives for risk management.
Blake N
Series 65
Houston, TX
JCP Investment Management, LLC
Blake Nelson is a financial advisor at JCP Investment Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Blue River Partners, LLC, Plains Capital Bank, Community Bank and Trust, and Baylor University. JCP Investment Management provides discretionary investment advisory services to high-net-worth individuals through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm employs a range of strategies including long-term and short-term trading, hedging, and derivative instruments, and is notable for its role as adviser and affiliated general partner to private pooled funds with multi-series structures and performance-based compensation.