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1031 Qualified Intermediary

JTC USA Holdings, Inc.

JTC USA Holdings, Inc., headquartered in California, positions itself as a mission-driven company focused on building partnerships with clients to manage risk, protect assets, and identify opportunities efficiently and cost-effectively. Their vision is to be the leading independent provider of institutional and private client services across multiple jurisdictions. The company emphasizes a corporate culture that prioritizes the collective over individual aspirations, promotes a stakeholder mentality, and supports a meritocratic environment. They are committed to equal opportunities and have a strong set of values that guide their operations and client interactions. JTC USA Holdings, Inc. aims to exceed client expectations through professionalism and precision, uphold integrity, maintain commercial awareness, and drive innovation tailored to individual client needs. They engage and motivate their employees towards a common goal, fostering a skilled and motivated workforce. However, they are not a member of the Federation of Exchange Accommodators.

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Services & Pricing

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Forward Exchange

Unknown

Improvement Exchange

Unknown

Reverse Exchange

Unknown

Coverage Area

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California

Massachusetts

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Jill Jones
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Shanae Mabrie, CES®
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Business Info

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CES Certified

This business is a member of the Certified Exchange Specialists organization.

CES Certified

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Exchanges Completed

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Exchanges Completed

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Years of Experience

Number of years JTC USA Holdings, Inc. has been in business.

Years of Experience

It is unclear how long JTC USA Holdings, Inc. has been in business.

E&O Insurance

The amount of Errors & Omissions insurance coverage this business maintains.

E&O Insurance

It is unclear if this business has Errors & Omissions insurance or how much coverage they maintains.

Surety Bond

The amount of Surety Bond coverage this business maintains.

Surety Bond

It is unclear if this business has a surety bond or how much coverage they maintain.

FAQs

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