Company Information

Get to know Jean Brice Gestion de Patrimoine

Jean Brice Gestion de Patrimoine is an independent wealth management firm located in Annecy, France. Founded on principles of personalization and long-term client relationships, the company provides comprehensive financial advisory services. Its mission is to assist clients in structuring, managing, and growing their wealth through tailored strategies in financial investments, real estate, retirement planning, and wealth transfer. The firm is registered as a Financial Investment Advisor (CIF) and an insurance intermediary with ORIAS (N° 13000632), operating under the supervision of French financial authorities.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Jean Brice Gestion de Patrimoine

Canada

Founded in

2019 (7 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.