Juerg Ciceri
JC Financial Planning & Investments · Long Beach, California
Juerg Ciceri is a fee-only financial advisor at JC Financial Planning & Investments in Long Beach, California, who holds the CFP credential. Juerg charges a percentage of assets, an ongoing planning fee and hourly fees and focuses on retirement planning and small business owners.
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Specialties
Facts
| Firm | JC Financial Planning & Investments |
|---|---|
| Based in | Long Beach, California |
| Fee model | Percentage of assets · Ongoing planning fee · Hourly |
| Accepting new clients | Yes |
| Assets under management | $75.9M across 146 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2216052 |
| Exams passed | Series 63 (1993) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.jcinvestment.net |
| Profile |
How Juerg's firm compares
- JC Financial Planning & Investments's average account is about $520,000, from its Form ADV (assets managed divided by 146 accounts).
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Questions about Juerg
Is Juerg Ciceri a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Juerg holds no broker registration, and JC Financial Planning & Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Juerg charge for financial advice?
Juerg charges a percentage of assets, an ongoing planning fee and hourly fees.
Where is Juerg Ciceri based?
Juerg Ciceri is based in Long Beach, California.
What does Juerg specialize in?
Juerg's specialties include retirement planning and small business owners.
What credentials does Juerg Ciceri hold?
Juerg Ciceri holds the CFP credential.
Is Juerg Ciceri registered with the SEC?
Yes. Juerg Ciceri is registered as an investment adviser representative in CA (CRD 2216052), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does JC Financial Planning & Investments manage?
JC Financial Planning & Investments reports $75.9M across 146 accounts in assets under management.
How do I contact Juerg Ciceri?
Through Juerg's website, www.jcinvestment.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- JC Financial Planning & Investments website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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