RIA Intelligence

JBC FINANCIAL GROUP, INC.

Legal name: WALNUT CREEK WEALTH MANAGEMENT

CRD #288440 SEC #801-110685 WALNUT CREEK, CA 925-280-1800
SEC Registered
Total AUM
$141.8M
Discretionary
$139.7M
Employees
9
Clients
0
Accounts
276

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 16, 2021
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
COUTURE, DAMIEN, SAULICO-VICE PRESIDENT, CCOC Control
COUTURE, DAMIEN, SAULICO-VICE PRESIDENT, CCOC Control
COUTURE, DAMIEN, SAULICO-VICE PRESIDENT, CCOC Control
COUTURE, DAMIEN, SAULICO-VICE PRESIDENT, CCOC Control
COUTURE, DAMIEN, SAULICO-VICE PRESIDENT, CCOC Control
COUTURE, DAMIEN, SAULICO-VICE PRESIDENT, CCOC Control
COUTURE, DAMIEN, SAULICO-VICE PRESIDENT, CCOC Control
COUTURE, DAMIEN, SAULICO-VICE PRESIDENT, CCOC Control
PURSEY, DEBORAH, LYNNICO-VICE PRESIDENTC Control
PURSEY, DEBORAH, LYNNICO-VICE PRESIDENTC Control
PURSEY, DEBORAH, LYNNICO-VICE PRESIDENTC Control
PURSEY, DEBORAH, LYNNICO-VICE PRESIDENTC Control
PURSEY, DEBORAH, LYNNICO-VICE PRESIDENTC Control
PURSEY, DEBORAH, LYNNICO-VICE PRESIDENTC Control
PURSEY, DEBORAH, LYNNICO-VICE PRESIDENTC Control
PURSEY, DEBORAH, LYNNICO-VICE PRESIDENTC Control
SMIT, BERNARD, LOUISIPRESIDENTC Control
SMIT, BERNARD, LOUISIPRESIDENTC Control
SMIT, BERNARD, LOUISIPRESIDENTC Control
SMIT, BERNARD, LOUISIPRESIDENTC Control
SMIT, BERNARD, LOUISIPRESIDENTC Control
SMIT, BERNARD, LOUISIPRESIDENTC Control
SMIT, BERNARD, LOUISIPRESIDENTC Control
SMIT, BERNARD, LOUISIPRESIDENTC Control

Registrations

Federal

IA
Mar 16, 2021 REGISTERED

Notice Filings (1)

CA

Address

1850 MT. DIABLO BLVD
SUITE 170
WALNUT CREEK, CA 94596
United States
Phone: 925-280-1800