Services

Customized Services for EB-5 Regional Centers and Issuers

JTC provides RIA-compliant fund administration, escrow, cosignatory, fund accounting, loan administration, immigration workflow, audit preparation, and more to help Regional Centers and Issuers from the capital raise through project completion and beyond.

The EB-5 Reform and Integrity Act of 2022 (RIA) has rejuvenated interest in EB-5, creating opportunities for those involved in issuing the offerings and the communities who benefit from the resulting development and job creation. Along with these new opportunities comes increased reporting and compliance challenges and greater demands for security and transparency.

When it comes to compliance, our clients do not want to take any chances. JTC’s EB-5 solutions are designed to satisfy the RIA’s fund administration requirement and serve as a valuable signal to investors that our clients embrace the highest levels of security and transparency.

In addition to fund administration, we offer an integrated approach to administering the entire EB-5 investment lifecycle — from navigating multi-faceted escrow and depository requirements, to streamlining immigration workflow, to providing audit trails for issuers, investors and regulators. You can choose the services you want based on your unique needs.

JTC can provide the document storage and recordkeeping necessary to prepare for USCIS audits, and our dedicated EB-5 client services team supports your day to day needs. Backed by advanced technology and global resources, JTC supports your success every step of the way.

Addressing EB-5 Compliance and Operational Demands

Solutions for the full EB-5 Lifecycle, from Capital Raise to Project Completion & Beyond.

Enabling RIA Compliance

JTC’s services are designed to address the requirements of the fund administration portions of the EB-5 Reform and Integrity Act of 2022.

Streamlining Investor Communication

Our 24/7 online portal enables secure and transparent communication between issuers and investors, building trust and confidence.

Managing Complex Financial Processes

From escrow agent and administration services to fund accounting and loan administration, JTC provides the operational expertise you need.

Facilitating Audit Readiness

With detailed records and audit trails, we simplify regulatory reviews and lay the groundwork for ongoing compliance.

Find Your Local Team

Your Experts

JTC’s EB-5 specialists provide tailored solutions for fund administration and project oversight.

Jill Jones
Head of Specialty Administration/ General Counsel – USA
ICS
Dawn Shuster
Senior Director – Specialty Administration
ICS
Coleen Danaher
Regional Vice President of Business Development, Western U.S.
ICS
Jose Rincon
Vice President, Business Development
ICS
Edward Smith
Director – Sustainability Services
Group

Frequently Asked Questions

What does JTC’s EB-5 administration include?

Our services cover every stage of the EB-5 lifecycle, including escrow, fund administration, cosignatory, fund accounting, investor reporting, and audit preparation. There is no one-size-fits-all solution. Our goal is to supplement your internal capabilities and add efficiencies to your operations.

How does JTC support RIA compliance?

JTC’s solutions are specifically designed to align with the fund administration requirements in the RIA, so you can spend less time collecting data and more time focusing on raising capital and creating jobs.

What technology supports JTC’s EB-5 services?

We offer a secure online portal that allows for seamless administration, providing issuers and investors with real-time visibility and secure access to project and investment information.

Insights from Our
EB-5 Specialists

Explore JTC’s insights on EB-5 fund administration, compliance strategies, and solutions for managing the complexities of EB-5 offerings.

Insights from Our
EB-5 Specialists

Explore JTC’s insights on EB-5 fund administration, compliance strategies, and solutions for managing the complexities of EB-5 offerings.

Your Experts

JTC’s EB-5 specialists provide tailored solutions for fund administration and project oversight.

Jose Rincon
Vice President, Business Development
ICS

Insights from Our
EB-5 Specialists

Explore JTC’s insights on EB-5 fund administration, compliance strategies, and solutions for managing the complexities of EB-5 offerings.

Insights from Our
EB-5 Specialists

Explore JTC’s insights on EB-5 fund administration, compliance strategies, and solutions for managing the complexities of EB-5 offerings.

Insights from Our
EB-5 Specialists

Explore JTC’s insights on EB-5 fund administration, compliance strategies, and solutions for managing the complexities of EB-5 offerings.

Insights from Our
EB-5 Specialists

Explore JTC’s insights on EB-5 fund administration, compliance strategies, and solutions for managing the complexities of EB-5 offerings.

Insights from Our
EB-5 Specialists

Explore JTC’s insights on EB-5 fund administration, compliance strategies, and solutions for managing the complexities of EB-5 offerings.

Insights from Our
EB-5 Specialists

Explore JTC’s insights on EB-5 fund administration, compliance strategies, and solutions for managing the complexities of EB-5 offerings.

Let’s Bring Your Vision to Life

From 2,300 employee owners to 14,000+ clients, our journey is marked by stability and success.