RIA Intel›Advisers›Pennsylvania›JCB FINANCIAL, INC.

JCB FINANCIAL, INC.

Advisory

PA

Data as of Mar 19, 2025 · Source: SEC Form ADV

Rank in PA

#950

of 1,528 advisers by AUM

Average account

$397K

across 183 accounts

AUM per adviser

$73M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2025.

Total AUM

$73M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$73M

Discretionary AUM$65M

Non-Discretionary AUM$7M

Discretionary %89.7%

Total Clients67

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InPA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

67 clients

34 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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