Ryan C. Demartini

JC FINANCIAL SERVICES

Loomis, CA 95650

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CRD#: 5647971

Professional summary

Ryan Christopher Demartini, CFP® is a registered financial advisor currently at JC FINANCIAL SERVICES located in Loomis, California.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Ryan has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

JC Bookkeeping, not investment related 5959 Horseshoe Bar Rd., Loomis, CA 95650 Bookkeeping and accounting services Tax Preparer Start Date: May 2016 Currently 32 hours per month (32 hours during trading hours)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Christopher Demartini'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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

October 3, 2016 - Present

JC FINANCIAL SERVICES

Office #1: 5985 Horseshoe Bar Rd., Loomis, CA 95650

RIA

CRD#: 284702

Loomis, CA

Past

July 30, 2015 - January 12, 2016

SMART INVESTOR, LLC

RIA

CRD#: 116587

ROCKLIN, CA

Past

August 17, 2012 - July 17, 2013

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

CRD#: 332

RANCHO CORDOVA, CA

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.

Highlighted states indicate IAR registrations

IAR

California
(10/3/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/30/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/31/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 8/16/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

JC FINANCIAL SERVICES

CRD#: 284702 / SEC#:

California

Registered Investment Advisory firm - (10/3/2016 Approved)

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Contact information

Main Address

5985 Horseshoe Bar Rd., Loomis, CA 95650

Mailing Address

Phone number

(916) 652-9266

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	46
AUM (Assets Under Management)	$ 18,133,584

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Ryan C. Demartini

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Christopher Demartini's CRS (Customer Relationship Summary).

Certified licenses

Experience

JC FINANCIAL SERVICES

SMART INVESTOR, LLC

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/30/2015

Series 63

Date: 8/31/2012

Series 6

Date: 8/16/2012

Current Firm

JC FINANCIAL SERVICES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JC FINANCIAL SERVICES

TRUST BUT VERIFY

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