Ryan Demartini
JC Financial Services · Loomis, California
Ryan Demartini is a fee-only financial advisor at JC Financial Services in Loomis, California. JC Financial Services reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | JC Financial Services |
|---|---|
| Based in | Loomis, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $24.0M across 53 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5647971 |
| Exams passed | Series 63 (2012) · Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | jc-financial.net |
| Profile |
How Ryan's firm compares
- JC Financial Services's average account is about $454,000, from its Form ADV (assets managed divided by 53 accounts).
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Questions about Ryan
Is Ryan Demartini a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and JC Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ryan charge for financial advice?
Ryan's firm, JC Financial Services, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Ryan Demartini based?
Ryan Demartini is based in Loomis, California.
Is Ryan Demartini registered with the SEC?
Yes. Ryan Demartini is registered as an investment adviser representative in CA (CRD 5647971), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does JC Financial Services manage?
JC Financial Services reports $24.0M across 53 accounts in assets under management.
How do I contact Ryan Demartini?
Through Ryan's website, jc-financial.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
- 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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