Ryan Demartini (CRD# 5647971) is an Investment Advisor Representative working at Jc Financial Services in Loomis, CA and has over 11 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
Jc Financial Services | Loomis, CA | Jun 2016 - Current | 7 |
Jc Bookkeeping | Loomis, CA | May 2016 - Current | 8 |
Johnston, Martin & Montgomery | Woodland, CA | Jan 2016 - Apr 2016 | < 1 |
Smart Investor | Rocklin, CA | May 2015 - Nov 2015 | < 1 |
Franklin Templeton Investments | Rancho Cordova, CA | Oct 2010 - Apr 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2012 |
S65 | NASAA Investment Advisors Law Examination | Jul 2015 |
- CA
-
Total Assets Under Management15MILLIONS
-
Total Number of Accounts46ACCOUNTS
-
Average Account Value$331,990
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA
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