JG
Jean-louis Guinchard
RCX CAPITAL GROUP ADVISORS
Boone, NC 28607
Some features on this profile are disabled
CRD#: 1983431
JG
Professional summary
Jean-louis Guinchard, who also goes by Jean Louis Guinchard, Jeanlouis Guinchard, is a registered financial advisor currently at RCX CAPITAL GROUP ADVISORS, LLC located in Boone, North Carolina and RCX CAPITAL GROUP, LLC located in Boone, North Carolina.
Jean-louis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Jean-louis has worked at 9 firms and has passed the Series 65, Series 63, Series 66, Series 99TO, SIE, Series 79, Series 7, Series 3, Series 14 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jean Louis Guinchard | Jeanlouis Guinchard
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
#1. O&A REAL ESTATE DEVELOPMENT PARTNERS; NON-INVESTMENT RELATED; PO BOX 1151, BOONE, NORTH CAROLINA 28607; PRESIDENT/CEO; START DATE:07/2007; LESS THAN 5 PER MONTH; REAL ESTATE DEVELOPMENT. #2. PENINSULA MAYA DEVELOPMENTS, S.A.DE CV.; CALLE 8 # 101 X5Y7, FRAC MONTECRISTO, MERIDA, YUCATAN, MEXICO 97133; INVESTMENT RELATED; START DATE: JULY 2008; CONSULTANT; LESS THAN 5 HRS/MONTH; LESS THAN 5 HRS DURING TRADING; REAL ESTATE DEVELOPMENT/LARGE MASTER PLANNED RESORT DESTINATION; DUTIES INCLUDE COORDINATING CONSULTANTS AND PREPARING REAL ESTATE COMPANY FOR SALE. #3. NAME OF BUSINESS - REDELY INC.; INVESTMENT RELATED; ADDRESS - 122 WEST 26TH STREET, 2ND FLOOR, NEW YORK, NEW YORK 10001; NATURE - TAX-ADVANTAGE REAL ESTATE TRANSACTION PORTAL; POSITION - OWNER/BOARD MEMBER; START DATE - 08/31/2019; APPROXIMATE NUMBER OF HOURS PER MONTH LESS THAN 5 WITH LESS THAN 1 DURING TRADING HOURS; DUTIES - BOARD MEMBER. #4. CLAIRMONT GP FUND IV, LP; YES; 1925 CENTURY PARK E, SUITE 1700, LOS ANGELES, CALIFORNIA 90067; CLAIRMONT GP FUND, LP (THE "FUND") IS A FUND THAT SPECIALIZES IN, AND PROVIDES ACCESS TO, GENERAL PARTNERSHIP ("GP") EQUITY CO-INVESTMENTS ALONGSIDE BEST-IN-CLASS REAL ESTATE SPONSORS AND ELITE INSTITUTIONAL EQUITY PARTNERS IN MARKET-INELASTIC ASSET CLASSES THROUGHOUT THE UNITED STATES. THE FUND SEEKS TO DELIVER SUPERIOR RISK-ADJUSTED RETURNS THROUGH ITS UNIQUE ABILITY TO PARTICIPATE IN THE GP'S 'PROMOTE" OR "CARRIED INTEREST" IN OPPORTUNISTIC, INSTITUTIONAL-GRADE REAL ESTATE JOINT VENTURES; MEMBER OF INVESTMENT COMMITTE; 03/01/2021; 4 HOURS ALL DURING TRADING; MY ROLE ON THE INVESTMENT COMMITTEE CENTERS ON CONTRIBUTING TO HIGH-LEVEL OVERSIGHT OF THE FUND'S INVESTMENT STATEGIES. I WORK WITH FELLOW COMMITTEE MEMBERS TO ENSURE THAT THE CCG TEAM'S PROPOSED INVESTMENTS ALIGN WITH THE FUND'S OBJECTIVES AND SERVE AS A SOUNDING BOARD FOR THE COMMITTEE, PROVIDING AN INDEPENDENT PERSPECTIVE THAT HELPS TO BALANCE DIFFERING VIEWPOINTS AND ENSURE A WELL-ROUNDED APPROACH TO DECISION-MAKING. I DO MY BEST TO OFFER GUIDANCE ROOTED IN MY EXTENSIVE AND SEASONED EXPERIENCE IN THE REAL ESTATE EQUITY AND DEBT CAPITAL MARKETS, AND SUBSTANTIAL RELATIONSHIPS WITH SPONSORS IN A VARIETY OF ASSET CLASSES AND STRATEGIES.
CRS (Client Relationship Summary) - RIA
Click below to view Jean-louis Guinchard's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 9, 2015 - Present
RCX CAPITAL GROUP ADVISORS, LLC
Office #1: 271 Sleepy Valley Drive, Boone, NC 28607RIA
CRD#: 170463
Boone, NC
Current
September 6, 2012 - Present
RCX CAPITAL GROUP, LLC
BD
CRD#: 114290
BOONE, NC
Past
September 2, 2020 - June 28, 2022
INLAND INVESTMENT ADVISORS, LLC
RIA
CRD#: 109933
OAK BROOK, IL
Past
October 27, 2014 - December 31, 2014
RCX CAPITAL GROUP ADVISORS, LLC
RIA
CRD#: 170463
SAN DIEGO, CA
Past
April 21, 2003 - May 29, 2007
BANC OF AMERICA INVESTMENT SERVICES, INC.
RIA
CRD#: 16361
SAN DIEGO, CA
Past
April 21, 2003 - May 29, 2007
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
SAN DIEGO, CA
Past
February 11, 1999 - April 15, 2003
BANC OF AMERICA SECURITIES LLC
BD
CRD#: 26091
NEW YORK, NY
Past
January 1, 1998 - February 9, 1998
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
December 8, 1992 - December 16, 1995
SALOMON BROTHERS MUNICIPALS INC
BD
CRD#: 28940
Past
November 10, 1992 - February 9, 1998
SALOMON BROTHERS INC.
BD
CRD#: 740
NEW YORK, NY
Past
August 19, 1992 - October 5, 1992
GOLDMAN SACHS & CO. LLC
BD
CRD#: 361
NEW YORK, NY
Past
September 19, 1989 - July 14, 1992
SALOMON BROTHERS INC.
BD
CRD#: 740
NEW YORK, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/2/2018)
RR
Alaska(1/2/2018)
RR
Arizona(1/2/2018)
RR
Arkansas(8/5/2015)
RR
California(1/29/2013)
IAR
California(1/9/2015)
RR
Colorado(1/2/2018)
RR
Connecticut(1/2/2018)
RR
Delaware(1/2/2018)
RR
District of Columbia(1/2/2018)
RR
Florida(1/2/2018)
RR
Georgia(1/2/2018)
RR
Hawaii(1/2/2018)
RR
Idaho(1/2/2018)
RR
Illinois(1/2/2018)
RR
Indiana(1/2/2018)
RR
Iowa(1/2/2018)
RR
Kansas(1/2/2018)
RR
Kentucky(1/2/2018)
RR
Louisiana(1/2/2018)
RR
Maine(1/2/2018)
RR
Maryland(1/2/2018)
RR
Massachusetts(1/2/2018)
RR
Michigan(1/2/2018)
RR
Minnesota(7/6/2016)
RR
Mississippi(1/2/2018)
RR
Missouri(1/2/2018)
RR
Montana(1/2/2018)
RR
Nebraska(1/2/2018)
RR
Nevada(1/2/2018)
RR
New Hampshire(1/2/2018)
RR
New Jersey(1/2/2018)
RR
New Mexico(1/2/2018)
RR
New York(1/2/2018)
RR
North Carolina(1/2/2018)
IAR
North Carolina(11/24/2021)
RR
North Dakota(1/2/2018)
RR
Ohio(1/2/2018)
RR
Oklahoma(1/2/2018)
RR
Oregon(1/2/2018)
RR
Pennsylvania(1/2/2018)
RR
Rhode Island(1/2/2018)
RR
South Carolina(1/2/2018)
RR
South Dakota(1/11/2017)
RR
Tennessee(1/2/2018)
RR
Texas(1/2/2018)
RR
Utah(1/2/2018)
RR
Vermont(1/2/2018)
RR
Virginia(1/2/2018)
RR
Washington(1/2/2018)
RR
West Virginia(1/2/2018)
RR
Wisconsin(1/2/2018)
RR
Wyoming(1/2/2018)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
RC
RCX CAPITAL GROUP ADVISORS, LLC
COVENANT INVESTMENT CAPITAL, LLC | SILVER PORTAL CAPITAL ADVISORS, LLC | RCX CAPITAL GROUP ADVISORS, LLC
CRD#: 170463 / SEC#: 801-79238
RIA
Registered Investment Advisory firm - (1/9/2015 Terminated)California
Registered Investment Advisory firm - (1/1/2015 Approved)North Carolina
Registered Investment Advisory firm - (7/27/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
271 Sleepy Valley Drive, Boone, NC 28607
Mailing Address
Po Box 1151, Boone, NC 28607
Phone number
(858) 232-7007
Established
Firm type
Fiscal year end
# of Employees
2
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
