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Alpha Asset Management
SEC-regulated
Registered investment advisor
JCT Investment Counsel, led by Jeffrey C. Thomas, has been providing financial advisory services since May 1998. Thomas, with a B.S. in Finance from Ohio State University, serves as the President and Chief Compliance Officer of the firm. He is also the President of American Heritage Securities and EGI Financial, both affiliates of JCT Investment Counsel. The brochure states that there is no disciplinary information against Thomas. He does not receive additional compensation for advising beyond JCT Investment Counsel clients. As the Chief Compliance Officer, Thomas oversees the firm's operations, including monthly review of account performance and investment activities. The brochure emphasizes the separation of business entities to avoid conflicts of interest. Clients can access more information about Thomas on the SEC's website. JCT Investment Counsel does not disclose any state registration-related issues.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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