• Major Clients: Advisors Asset Management, Al Frank Asset Management, Altegris, American Beacon Advisors, Advisor Software, Aston Asset Management, CAIS, Credit Suisse, Direxion, Envestnet, Evermore Global Advisors, First Trust Portfolios, Gemini Fund Services, Global Trends Investments, HighTower, MarketCounsel, RBC Advisor Services
  • Year Founded: 2004
  • Fulltime Employees: 10
  • Active Clients: 300+
  • Client Retention Rate: 96

Key People at JCPR

Jennifer Connelly - CEO
Jennifer Connelly CEO Contact This Executive
Carol Graumann - President
Carol Graumann President Contact This Executive
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