Joseph Bucara
JCB Financial, Inc. · Collegeville, Pennsylvania
Joseph Bucara is a fee-only financial advisor at JCB Financial, Inc. in Collegeville, Pennsylvania, who holds the CFP credential. JCB Financial, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | JCB Financial, Inc. |
|---|---|
| Based in | Collegeville, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $72.7M across 183 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 2963737 |
| Exams passed | Series 63 (1997) · Series 66 (2002) · Series 65 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | jcbfinancial.com |
| Profile |
How Joseph's firm compares
- JCB Financial, Inc.'s average account is about $397,000, from its Form ADV (assets managed divided by 183 accounts).
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Questions about Joseph
Is Joseph Bucara a fee-only financial advisor?
Yes. Joseph Bucara is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Joseph's firm.
How does Joseph charge for financial advice?
Joseph's firm, JCB Financial, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Bucara based?
Joseph Bucara is based in Collegeville, Pennsylvania.
What credentials does Joseph Bucara hold?
Joseph Bucara holds the CFP credential.
Is Joseph Bucara registered with the SEC?
Yes. Joseph Bucara is registered as an investment adviser representative in PA (CRD 2963737), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does JCB Financial, Inc. manage?
JCB Financial, Inc. reports $72.7M across 183 accounts in assets under management.
How do I contact Joseph Bucara?
Through Joseph's website, jcbfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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