San Jose

USA

Located in the heart of Silicon Valley, JTC’s San Jose office offers customizable technology-based solutions to help funds deal with the heightened security, transparency, and compliance issues of specialized sectors.

JTC’s San Jose office serves the company’s Private Equity clients by offering customizable solutions that enable efficient back and middle-office administration for complex financial transactions. Our industry-leading eSTAC® online platform offers 24/7 access to fund information, and our global capabilities allow our clients to add more services as they grow.

Find our Office

Photo of San Jose

Services & Sectors

The San Jose office offers purpose-built solutions for impact funds and has been a leader in Opportunity Zones fund administration since the program’s inception. The San Jose team includes experts on 1031 tax-deferred exchanges and Delaware Statutory Trusts, and also serves specialized sectors like EB-5, offering a full suite of solutions for Regional Centers from capital raise to return of funds.

Our core services in San Jose

Speciality Services Corporate Services Fund Solutions

EB-5 1031

Escrow

Fund Accounting & Financial Reporting Fund Establishment & Domiciliation Regulatory & Investor Reporting

San Jose is one of the economic, cultural, and political centers of Silicon Valley. This has earned the city the nickname "Capital of Silicon Valley"

The largest city in Northern California, San Jose is the county seat of Santa Clara County,

the most affluent county in California and one of the most affluent counties in the US

Just 45 minutes from San Francisco, the city is well-positioned to connect with the area’s innovative technology industry

San Jose is named among America's most well-educated cities

Head of Specialty Administration/ General Counsel – USA

ICS

Regional Vice President of Business Development, Western U.S.

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National Sales Manager and Account Executive

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JTC delivers bespoke, technology-driven, customizable solutions and client services. No matter what stage a fund is at, we can help managers streamline their processes so they can focus on what they do best.

Jill Jones, General Counsel, ICS USA

Jill Jones on how EB-5 Fund Administration has Changed Since the RIA

1031 and Estate Planning

What Developers Need to Know About Accepting EB-5 Capital

Jill Jones on how the Challenges of 2024 set up EB-5 for a Strong Year in 2025

Factsheet: EB-5 Audit Services

EB-5 Investor Due Diligence: Finding the Right Project for Immigration Success

JTC Wins Prestigious Trust Company Accolade at 2024 STEP Awards

EB-5 Administration Factsheet

EB-5 Explained: What Does it Mean for an Investment to be “At Risk?”

Can You Perform a 1031 Exchange Into a REIT?

1031 and Estate Planning

Can You Perform a 1031 Exchange Into a REIT?

1031 Exchange Checklist

1031 Exchange Tax Deferred Factsheet

Jill Jones Explains Why Now is the Right Time for 1031

1031 reverse exchange factsheet

1031 Reverse Exchange Factsheet

End-to-End Servicing for 1031 DST Management

FAQ: Biden’s 2024 Budget Proposes Ending 1031

1031 Delaware Statutory Trust Factsheet

The 1031 Exchange 45-Day Identification Deadline: What You Need to Know

JTC Wins Prestigious Trust Company Accolade at 2024 STEP Awards

In Defense of 1031 Exchange: Dispelling Common Myths

Why You May Want to List a DST Interest as Replacement Property for Your Section 1031 Exchange (Even If You Don’t Plan to Buy It)

1031 Delaware Statutory Trust Factsheet

Jill Jones on how EB-5 Fund Administration has Changed Since the RIA

What Developers Need to Know About Accepting EB-5 Capital

Jill Jones on how the Challenges of 2024 set up EB-5 for a Strong Year in 2025

Factsheet: EB-5 Audit Services

EB-5 Explained: What Does it Mean for an Investment to be “At Risk?”

On Demand – The New Era of EB-5: New Frontiers for Regional Centers Webinar

JTC Joins January EB-5 Conference as Sponsor

How JTC’s EB-5 Banking Solution Offers Greater Flexibility for Regional Centers

On Demand – Making an EB-5 Investment Choice: Considerations for Investors and Agents in the New Era – Co-Hosted Webinar

EB-5 Administration Best Practices Factsheet

Jill Jones on how EB-5 Fund Administration has Changed Since the RIA

What Developers Need to Know About Accepting EB-5 Capital

On Demand – The New Era of EB-5: New Frontiers for Regional Centers Webinar

How JTC’s EB-5 Banking Solution Offers Greater Flexibility for Regional Centers

Why Puerto Rico is an Attractive Destination for EB-5

Opportunity Zones: A Potential New Source of Affordable Capital for EB-5 Projects

JTC Adds Ed Smith, Ph.D. as US Director of Sustainability Services

ESG & Sustainability Services

Impact Medallion Project Spotlight: Concordance

ESG & Sustainability Services

Impact vs. ESG – Do Investors Even Know the Difference?

ESG & Sustainability Services

Impact Medallion Project Spotlight: Monllor Capital Partners

ESG & Sustainability Services

On Demand – The Evolution Toward Impact Investing: Rising Above the Noise Webinar

ESG & Sustainability Services

Key Takeaways from JTC and OpportunityDb’s 2023 Impact Survey

ESG & Sustainability Services

Impact Medallion Project Spotlight: CommonGood Capital

ESG & Sustainability Services

Read the Results of JTC’s 2023 ESG + Impact Investing Report

ESG & Sustainability Services

2023 Impact & ESG Outlook

ESG & Sustainability Services

Impact Medallion Project Spotlight: Opportunity Alabama

ESG & Sustainability Services

Opportunity Zone

New Data Shows Why It’s Important to Think Ahead When Selecting a Fund Administrator

Fund Administration

Fundraising in the EU: What You Need to Know White Paper

Fund Administration

JTC Helps US Investment Firm Take Its Business Global Case Study

Fund Administration

Private Equity Fund Administration Factsheet

Fund Administration

Outsourcing Fund Administration in Private Equity White Paper

Fund Administration

Choosing the Right Fund Structure to Take Advantage of Ireland’s Connection to Europe

Fund Administration

Why Ireland? New Developments Bring New Advantages

Fund Administration

The Art of Onboarding for Private Equity Fund Administration

Fund Administration

What Does It Take to Go From Local to Global?

Fund Administration

Domain Expertise: Should You Outsource Your Fund Administration?

Fund Administration

Opportunity Zone

New Data Shows Why It’s Important to Think Ahead When Selecting a Fund Administrator

Fund Administration

Fundraising in the EU: What You Need to Know White Paper

Fund Administration

LATAM Venture Capital Fundraising in 2023: Embracing New Domiciles and Inspiring New Investors

JTC Helps US Investment Firm Take Its Business Global Case Study

Fund Administration

Private Equity Fund Administration Factsheet

Fund Administration

Outsourcing Fund Administration in Private Equity White Paper

Fund Administration

Choosing the Right Fund Structure to Take Advantage of Ireland’s Connection to Europe

Fund Administration

How 1031 Can Help With Retirement Planning

Global Capabilities: Is Now the Right Time to Go Global?

Domain Expertise: Should You Outsource Your Fund Administration?

Fund Administration

Impact Medallion Project Spotlight: Concordance

ESG & Sustainability Services

Impact Medallion Project Spotlight: Monllor Capital Partners

ESG & Sustainability Services

Impact Medallion Project Spotlight: CommonGood Capital

ESG & Sustainability Services

Read the Results of JTC’s 2023 ESG + Impact Investing Report

ESG & Sustainability Services

2023 Impact & ESG Outlook

ESG & Sustainability Services

Impact Medallion Project Spotlight: Opportunity Alabama

ESG & Sustainability Services

Impact Medallion Project Spotlight: LandFund Partners

ESG & Sustainability Services

Impact Medallion Project Spotlight: LCR Capital Partners

ESG & Sustainability Services

Impact Medallion Project Spotlight: Arctaris Impact Investors

ESG & Sustainability Services

Impact Medallion Project Spotlight: Urban Catalyst

ESG & Sustainability Services

Impact Medallion Project Spotlight: LCR Capital Partners

ESG & Sustainability Services

Impact Medallion Project Spotlight: CommonGood Capital

ESG & Sustainability Services

Impact Medallion Project Spotlight: Opportunity Alabama

ESG & Sustainability Services

Impact Medallion Project Spotlight: LandFund Partners

ESG & Sustainability Services

Impact Medallion Project Spotlight: LCR Capital Partners

ESG & Sustainability Services

Opportunity Zone Fund Administration Factsheet

Opportunity Zones

Have Perceptions of Opportunity Zones Changed In The Past Year?

Opportunity Zones

Fighting Fraud in Opportunity Zones

Opportunity Zones

Opportunity Zone

Best Practices in Opportunity Zones Fund Administration: Measuring Social Impact

Opportunity Zones

How Opportunity Zones Can Be Used to Revitalize Rural Communities

Opportunity Zones

Opportunity Zones

How Other Government Programs Can Be Used To Supplement Opportunity Zones

Opportunity Zones

How EB-5 and Opportunity Zones Can Work Together

How Does the OZ Initiative Compare to Similar Government Programs?

Opportunity Zones

What Is Holding Opportunity Zones Back? Industry Experts Weigh In

Opportunity Zones

Opening an Important Dialogue Around Opportunity Zones

Opportunity Zones

JTC Wins Prestigious Trust Company Accolade at 2024 STEP Awards

USA Introduces Beneficial Owner Registry: The Corporate Transparency Act (CTA)

Private Client Services

JTC Launches Trust Services to US Domestic Market and Makes Two Key Hires

Private Client Services

Marina Cristiani Wins Silver at the 2021 Citywealth Powerwomen Awards

Private Client Services

JTC Asking the Experts: A View From Mexico

Private Client Services

JTC Asking the Experts: A Focus on Argentina

Private Client Services

JTC Asking the Experts: Focus On Chile

Private Client Services

JTC Asking the Experts: Foreign HNWI Investing in the US

Private Client Services

LATAM Venture Capital Fundraising in 2023: Embracing New Domiciles and Inspiring New Investors

How Technology Can Improve the Onboarding Process

The Art of Onboarding for Private Equity Fund Administration

Fund Administration

6 Considerations for Third-Party Private Equity Fund Administration

JTC Shortlisted for Three Private Equity Awards

4 Questions to Ask When Considering Outsourcing Fund Administration

How to Survive and Thrive in an Evolving Regulatory Landscape – The Top 6 Questions Fund Managers Should be Asking

Fund Administration

Data Management in a Data-Driven World

Are Retail Investors Poised to Take Over Private Equity?

Private Funds US

6 Considerations for Third-Party Private Equity Fund Administration

How to Succeed in a Demanding Private Equity Environment

Fund Administration

JTC Completes Acquisition of NES Financial

Private Equity

Operational Efficiency in Private Equity: 4 Takeaways from the EY CFO Survey

Fund Administration

How JTC Manages the Onboarding Process for New Private Equity Fund Clients

Fund Administration

JTC Wins Prestigious Trust Company Accolade at 2024 STEP Awards

Biden’s 2023 Budget Proposal Threatens 1031

In Defense of 1031 Exchange: Dispelling Common Myths

1031 Exchange Expert: Repealing the 1031 Program would “Harm” the U.S. Economy

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our offices

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99 Almaden Boulevard,
Ste. 875,
San Jose, CA 95113