Investment Banking

Pasadena, CA

626.432.7000

Managing Broker-Dealer

Laguna Niguel, CA

949.249.9500

Our Team

JCC Advisors, LLC is a boutique broker-dealer specializing in investment banking and managing broker-dealer services. We have experience in structuring, and raising capital for private placements under Reg D, Reg A tier 2 offerings, REITs , BDCs and 1031 exchange securities.

JCC Advisors, through it’s investment bankers and agents, provides solutions to in middle market and micro-cap companies, including exit strategies, capital raising, regulatory compliance.

Mark A. Atchity
President & CEO JCC Advisors, LLC
Pasadena and Laguna Niguel Office

Mark Atchity founded the company on the principles of transparency, discipline and teamwork. He has assembled a team with broad experience. Offerings have included real estate, energy, biotech, agriculture, manufacturing, and distribution. His team has assisted companies with equity, debt and mezzanine financing from all sources, including traditional lenders, private equity, the RIA & family office community, the independent broker dealer network, and in certain instances, even crowdfunding. 

Mark has a strong background of success in both the independent broker-dealer channel and as a sponsor of alternative investments.  With past experience working on both sides of the investment marketplace, he has unique insights into the intricacies of alternative investments and the needs of all parties involved. 

Mark holds a Bachelor of Science degree in Management and Finance from Boston College Carrroll School of Management.  He holds FINRA 7, 24, 27, 55, 63 and 79 licenses.

R. Carter Freeman
CMC, Chairman and CEO, Janas Corp.
Pasadena and Hong Kong Offices

Carter Freeman founded Janas in the belief that middle market private and smaller public companies deserve the same level of sophisticated advice as their larger competitors. He was drawn to these companies because they are innovators who have found new approaches to their markets that allow them to successfully compete against much larger companies. These clients are the backbone of the US economy who generate most of the new jobs and many of the most successful new products. But they are also companies that are often given meager support by lenders and investors in times like these. Frequently they must make do with advisors inexperienced in the world of finance and acquisitions.

Since founding Janas, Carter has recruited consultants and investment bankers from the top ranks of industry and finance who have survived and prospered through recessions and credit crunches. Coming out of a consulting and transactional background himself, Carter believes that the combination of sound business advice and experienced deal making creates uncommonly successful outcomes for clients.

Dick Gregerson
President, Janas Corp.
Pasadena Office

Dick Gregerson is the President of Janas Associates and Janas Consulting, Inc. Dick brings a track record of strategic and financial development of mid-sized companies through acquisition and internal growth. His 30 years of experience has included finance and accounting as a CFO, investment banking, and consulting.

During his decade long career at Janas, he has directed a substantial number of Merger and Acquisition assignments. He has led transactions in medical manufacturing, petroleum distribution, specialty products manufacturing, auto parts manufacturing and distribution, electronic card manufacturers, and others.

Dick holds a Bachelors Degree from Yale University and an MBA degree from the Tuck School at Dartmouth College.

Wm. Brian Candler
SVP, Business Development & Registered Principal
JCC Advisors, LLC

Brian Candler is SVP, Business Development and a Registered Principal for JCC Advisors.  In his role, he is often the first point of contact for new sponsors looking for a managing broker-dealer relationship.  Brian has been in the securities industry since 1996, gaining comprehensive experience both as a managing broker-dealer for sponsors and on the independent broker-dealer side with extensive background as an OSJ and within firm operations, management and supervision.  He began his career assisting in the orchestration of large equity, institutional fixed income and derivative transactions.  Mr. Candler moved on to supervisory responsibilities including leading the operations of multiple branch offices and firms.  This experience makes him uniquely qualified to understanding both the needs of potential product sponsors and the independent broker dealer channel on which we focus. 

Brian graduated from Oklahoma State University with a Bachelor of Science degree in Finance and Spanish.  He holds FINRA 4, 7, 24, 27, 63, 79 and 99 licenses.

Jan Ryan, CFA
SVP, Product Development
JCC Advisors, LLC

Jan Ryan is the Senior Vice President, Product Development for JCC Advisors. She has over 30 years of experience in the financial services industry with expertise in due diligence, product development, sales, national accounts, financial analysis and marketing.

At JCC Advisors, Jan works closely with product sponsors to create and launch superior investment products with transparency and investor safeguards in mind.  With her unique combination of analytical skills and marketing expertise, she is able to help craft products that meet both the objectives of the sponsor and the investment needs of financial advisors and their clients. 

Jan graduated Magna Cum Laude from the University of Southern California in Business Administration with a dual emphasis in corporate and investment finance and earned her designation as a Chartered Financial Analyst in 2003.  She holds FINRA 7, 24, 53, 63 and 66 licenses.

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Headquarters

JCC Advisors
30012 Ivy Glenn Drive, Suite 180A
Laguna Niguel, CA 92677

Contact Us

  • (949) 485-1209
  • (888) 249-1038

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About Us

Built on a solid foundation of investment banking and management consulting, JCC Advisors, LLC has become a leader in managing broker-dealer services, providing quality investment opportunities to the financial planning marketplace. As a managing broker-dealer, we have the proven ability to find exceptional product sponsors and provide the necessary expertise and guidance to craft investment structures that deliver investor protections, industry leading innovations and solid investment strategies.

NO OFFER OR SOLICITATION: The contents of this website: (i) do not constitute an offer of securities or a solicitation of an offer to buy of securities, and (ii) may not be relied upon in making an investment decision related to any investment offering. Investment offerings and investment decisions may only be made on the basis of a confidential offering document. JCC does not warrant the accuracy or completeness of the information contained herein.

Investments in any security are not suitable for all investors. Investments in securities involve a high degree of risk and should only be considered by investors who can withstand the loss of their investment. Prospective investors should carefully review the “Risk Factors” section of any private placement memorandum. Investors should perform their own investigations before considering any investment and consult with their own legal and tax advisors.

Prior performance is not indicative of future results.

Neither the Securities and Exchange Commission nor any state securities regulator has passed on or endorsed the merits of this offering. Any representation to the contrary is unlawful.

Securities transactions made through JCC Advisors, LLC. a member of the Financial Industry Regulatory Authority (FINRA). Check the background of this investment professional on FINRA’s BrokerCheck.


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