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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.

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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-51031
Escrow
Fund Accounting & Financial ReportingFund Establishment & DomiciliationRegulatory & Investor Reporting

Why choose San Jose

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

Our global team of experts

Meet our team
Jill Jones
Jill Jones
Head of Specialty Administration/ General Counsel – USA
ICS
Coleen Danaher
Coleen Danaher
Regional Vice President of Business Development, Western U.S.
ICS
Justin Amos
Justin Amos
National Sales Manager and Account Executive
ICS
“

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

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Jill Jones on how EB-5 Fund Administration has Changed Since the RIA
28th Feb 2025
Jill Jones on how EB-5 Fund Administration has Changed Since the RIA
Insights EB-5
1031 and Estate Planning
17th Feb 2025
1031 and Estate Planning
Insights 1031
What Developers Need to Know About Accepting EB-5 Capital
14th Feb 2025
What Developers Need to Know About Accepting EB-5 Capital
News EB-5
Jill Jones on how the Challenges of 2024 set up EB-5 for a Strong Year in 2025
23rd Jan 2025
Jill Jones on how the Challenges of 2024 set up EB-5 for a Strong Year in 2025
News EB-5
Factsheet: EB-5 Audit Services
14th Nov 2024
Factsheet: EB-5 Audit Services
Resources EB-5
EB-5 Investor Due Diligence: Finding the Right Project for Immigration Success
22nd Oct 2024
EB-5 Investor Due Diligence: Finding the Right Project for Immigration Success
Resources
JTC Wins Prestigious Trust Company Accolade at 2024 STEP Awards
20th Sep 2024
JTC Wins Prestigious Trust Company Accolade at 2024 STEP Awards
News Corporate
EB-5 Administration Factsheet
5th Sep 2024
EB-5 Administration Factsheet
Resources
EB-5 Explained: What Does it Mean for an Investment to be “At Risk?”
31st May 2024
EB-5 Explained: What Does it Mean for an Investment to be “At Risk?”
Insights EB-5
Can You Perform a 1031 Exchange Into a REIT?
12th Mar 2024
Can You Perform a 1031 Exchange Into a REIT?
Insights 1031

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1031 and Estate Planning
17th Feb 2025
1031 and Estate Planning
Insights 1031
Can You Perform a 1031 Exchange Into a REIT?
12th Mar 2024
Can You Perform a 1031 Exchange Into a REIT?
Insights 1031
1031 Exchange Checklist
4th Jan 2024
1031 Exchange Checklist
Resources 1031
1031 Exchange Tax Deferred Factsheet
20th Dec 2023
1031 Exchange Tax Deferred Factsheet
Resources 1031
Jill Jones Explains Why Now is the Right Time for 1031
18th Dec 2023
Jill Jones Explains Why Now is the Right Time for 1031
Insights 1031
1031 Reverse Exchange Factsheet 1031 reverse exchange factsheet
6th Dec 2023
1031 Reverse Exchange Factsheet
Resources 1031
End-to-End Servicing for 1031 DST Management
28th Nov 2023
End-to-End Servicing for 1031 DST Management
Resources 1031
FAQ: Biden’s 2024 Budget Proposes Ending 1031
4th Apr 2023
FAQ: Biden’s 2024 Budget Proposes Ending 1031
Insights 1031
1031 Delaware Statutory Trust Factsheet
22nd Nov 2022
1031 Delaware Statutory Trust Factsheet
Resources 1031
The 1031 Exchange 45-Day Identification Deadline: What You Need to Know
16th Nov 2022
The 1031 Exchange 45-Day Identification Deadline: What You Need to Know
Insights 1031

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JTC Wins Prestigious Trust Company Accolade at 2024 STEP Awards
20th Sep 2024
JTC Wins Prestigious Trust Company Accolade at 2024 STEP Awards
News Corporate

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In Defense of 1031 Exchange: Dispelling Common Myths
22nd Sep 2021
In Defense of 1031 Exchange: Dispelling Common Myths
Insights 1031
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)
7th Jan 2020
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)
Insights 1031

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1031 Delaware Statutory Trust Factsheet
22nd Nov 2022
1031 Delaware Statutory Trust Factsheet
Resources 1031

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Jill Jones on how EB-5 Fund Administration has Changed Since the RIA
28th Feb 2025
Jill Jones on how EB-5 Fund Administration has Changed Since the RIA
Insights EB-5
What Developers Need to Know About Accepting EB-5 Capital
14th Feb 2025
What Developers Need to Know About Accepting EB-5 Capital
News EB-5
Jill Jones on how the Challenges of 2024 set up EB-5 for a Strong Year in 2025
23rd Jan 2025
Jill Jones on how the Challenges of 2024 set up EB-5 for a Strong Year in 2025
News EB-5
Factsheet: EB-5 Audit Services
14th Nov 2024
Factsheet: EB-5 Audit Services
Resources EB-5
EB-5 Explained: What Does it Mean for an Investment to be “At Risk?”
31st May 2024
EB-5 Explained: What Does it Mean for an Investment to be “At Risk?”
Insights EB-5
On Demand – The New Era of EB-5: New Frontiers for Regional Centers Webinar
7th Mar 2024
On Demand – The New Era of EB-5: New Frontiers for Regional Centers Webinar
Resources EB-5
JTC Joins January EB-5 Conference as Sponsor
9th Jan 2024
JTC Joins January EB-5 Conference as Sponsor
News EB-5
How JTC’s EB-5 Banking Solution Offers Greater Flexibility for Regional Centers
6th Jun 2023
How JTC’s EB-5 Banking Solution Offers Greater Flexibility for Regional Centers
Insights EB-5
On Demand – Making an EB-5 Investment Choice: Considerations for Investors and Agents in the New Era – Co-Hosted Webinar
2nd Jun 2023
On Demand – Making an EB-5 Investment Choice: Considerations for Investors and Agents in the New Era – Co-Hosted Webinar
Resources EB-5
EB-5 Administration Best Practices Factsheet
26th Apr 2023
EB-5 Administration Best Practices Factsheet
Resources EB-5

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Jill Jones on how EB-5 Fund Administration has Changed Since the RIA
28th Feb 2025
Jill Jones on how EB-5 Fund Administration has Changed Since the RIA
Insights EB-5
What Developers Need to Know About Accepting EB-5 Capital
14th Feb 2025
What Developers Need to Know About Accepting EB-5 Capital
News EB-5
On Demand – The New Era of EB-5: New Frontiers for Regional Centers Webinar
7th Mar 2024
On Demand – The New Era of EB-5: New Frontiers for Regional Centers Webinar
Resources EB-5
How JTC’s EB-5 Banking Solution Offers Greater Flexibility for Regional Centers
6th Jun 2023
How JTC’s EB-5 Banking Solution Offers Greater Flexibility for Regional Centers
Insights EB-5
Why Puerto Rico is an Attractive Destination for EB-5
4th Oct 2021
Why Puerto Rico is an Attractive Destination for EB-5
Insights EB-5
Opportunity Zones: A Potential New Source of Affordable Capital for EB-5 Projects
11th Sep 2018
Opportunity Zones: A Potential New Source of Affordable Capital for EB-5 Projects
Insights EB-5

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JTC Adds Ed Smith, Ph.D. as US Director of Sustainability Services
19th Sep 2023
JTC Adds Ed Smith, Ph.D. as US Director of Sustainability Services
News ESG & Sustainability Services
Impact Medallion Project Spotlight: Concordance
30th May 2023
Impact Medallion Project Spotlight: Concordance
Insights ESG & Sustainability Services
Impact vs. ESG – Do Investors Even Know the Difference?
1st May 2023
Impact vs. ESG – Do Investors Even Know the Difference?
Insights ESG & Sustainability Services
Impact Medallion Project Spotlight: Monllor Capital Partners
23rd Apr 2023
Impact Medallion Project Spotlight: Monllor Capital Partners
Insights ESG & Sustainability Services
On Demand – The Evolution Toward Impact Investing: Rising Above the Noise Webinar
16th Apr 2023
On Demand – The Evolution Toward Impact Investing: Rising Above the Noise Webinar
Resources ESG & Sustainability Services
Key Takeaways from JTC and OpportunityDb’s 2023 Impact Survey
11th Apr 2023
Key Takeaways from JTC and OpportunityDb’s 2023 Impact Survey
Insights ESG & Sustainability Services
Impact Medallion Project Spotlight: CommonGood Capital
28th Mar 2023
Impact Medallion Project Spotlight: CommonGood Capital
Insights ESG & Sustainability Services
Read the Results of JTC’s 2023 ESG + Impact Investing Report
20th Mar 2023
Read the Results of JTC’s 2023 ESG + Impact Investing Report
Resources ESG & Sustainability Services
2023 Impact & ESG Outlook
27th Feb 2023
2023 Impact & ESG Outlook
Insights ESG & Sustainability Services
Impact Medallion Project Spotlight: Opportunity Alabama
21st Feb 2023
Impact Medallion Project Spotlight: Opportunity Alabama
Insights ESG & Sustainability Services

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New Data Shows Why It’s Important to Think Ahead When Selecting a Fund Administrator Opportunity Zone
16th May 2023
New Data Shows Why It’s Important to Think Ahead When Selecting a Fund Administrator
Insights Fund Administration
Fundraising in the EU: What You Need to Know White Paper
11th May 2023
Fundraising in the EU: What You Need to Know White Paper
Resources Fund Administration
JTC Helps US Investment Firm Take Its Business Global Case Study
28th Apr 2023
JTC Helps US Investment Firm Take Its Business Global Case Study
Resources Fund Administration
Private Equity Fund Administration Factsheet
26th Apr 2023
Private Equity Fund Administration Factsheet
Resources Fund Administration
Outsourcing Fund Administration in Private Equity White Paper
26th Apr 2023
Outsourcing Fund Administration in Private Equity White Paper
Resources Fund Administration
Choosing the Right Fund Structure to Take Advantage of Ireland’s Connection to Europe
18th Apr 2023
Choosing the Right Fund Structure to Take Advantage of Ireland’s Connection to Europe
Insights Fund Administration
Why Ireland? New Developments Bring New Advantages
22nd Mar 2023
Why Ireland? New Developments Bring New Advantages
Insights Fund Administration
The Art of Onboarding for Private Equity Fund Administration
19th May 2022
The Art of Onboarding for Private Equity Fund Administration
Insights Fund Administration
What Does It Take to Go From Local to Global?
6th Apr 2022
What Does It Take to Go From Local to Global?
Insights Fund Administration
Domain Expertise: Should You Outsource Your Fund Administration?
11th Jan 2022
Domain Expertise: Should You Outsource Your Fund Administration?
Resources Fund Administration

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New Data Shows Why It’s Important to Think Ahead When Selecting a Fund Administrator Opportunity Zone
16th May 2023
New Data Shows Why It’s Important to Think Ahead When Selecting a Fund Administrator
Insights Fund Administration
Fundraising in the EU: What You Need to Know White Paper
11th May 2023
Fundraising in the EU: What You Need to Know White Paper
Resources Fund Administration
LATAM Venture Capital Fundraising in 2023: Embracing New Domiciles and Inspiring New Investors
28th Apr 2023
LATAM Venture Capital Fundraising in 2023: Embracing New Domiciles and Inspiring New Investors
Resources Funds
JTC Helps US Investment Firm Take Its Business Global Case Study
28th Apr 2023
JTC Helps US Investment Firm Take Its Business Global Case Study
Resources Fund Administration
Private Equity Fund Administration Factsheet
26th Apr 2023
Private Equity Fund Administration Factsheet
Resources Fund Administration
Outsourcing Fund Administration in Private Equity White Paper
26th Apr 2023
Outsourcing Fund Administration in Private Equity White Paper
Resources Fund Administration
Choosing the Right Fund Structure to Take Advantage of Ireland’s Connection to Europe
18th Apr 2023
Choosing the Right Fund Structure to Take Advantage of Ireland’s Connection to Europe
Insights Fund Administration
How 1031 Can Help With Retirement Planning
26th Aug 2022
How 1031 Can Help With Retirement Planning
Insights Funds
Global Capabilities: Is Now the Right Time to Go Global?
27th Jul 2022
Global Capabilities: Is Now the Right Time to Go Global?
Resources Funds
Domain Expertise: Should You Outsource Your Fund Administration?
11th Jan 2022
Domain Expertise: Should You Outsource Your Fund Administration?
Resources Fund Administration

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Impact Medallion Project Spotlight: Concordance
30th May 2023
Impact Medallion Project Spotlight: Concordance
Insights ESG & Sustainability Services
Impact Medallion Project Spotlight: Monllor Capital Partners
23rd Apr 2023
Impact Medallion Project Spotlight: Monllor Capital Partners
Insights ESG & Sustainability Services
Impact Medallion Project Spotlight: CommonGood Capital
28th Mar 2023
Impact Medallion Project Spotlight: CommonGood Capital
Insights ESG & Sustainability Services
Read the Results of JTC’s 2023 ESG + Impact Investing Report
20th Mar 2023
Read the Results of JTC’s 2023 ESG + Impact Investing Report
Resources ESG & Sustainability Services
2023 Impact & ESG Outlook
27th Feb 2023
2023 Impact & ESG Outlook
Insights ESG & Sustainability Services
Impact Medallion Project Spotlight: Opportunity Alabama
21st Feb 2023
Impact Medallion Project Spotlight: Opportunity Alabama
Insights ESG & Sustainability Services
Impact Medallion Project Spotlight: LandFund Partners
7th Feb 2023
Impact Medallion Project Spotlight: LandFund Partners
Insights ESG & Sustainability Services
Impact Medallion Project Spotlight: LCR Capital Partners
24th Jan 2023
Impact Medallion Project Spotlight: LCR Capital Partners
Insights ESG & Sustainability Services
Impact Medallion Project Spotlight: Arctaris Impact Investors
10th Jan 2023
Impact Medallion Project Spotlight: Arctaris Impact Investors
Insights ESG & Sustainability Services
Impact Medallion Project Spotlight: Urban Catalyst
3rd Jan 2023
Impact Medallion Project Spotlight: Urban Catalyst
Insights ESG & Sustainability Services

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Impact Medallion Project Spotlight: LCR Capital Partners
24th Jan 2023
Impact Medallion Project Spotlight: LCR Capital Partners
Insights ESG & Sustainability Services

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Impact Medallion Project Spotlight: CommonGood Capital
28th Mar 2023
Impact Medallion Project Spotlight: CommonGood Capital
Insights ESG & Sustainability Services
Impact Medallion Project Spotlight: Opportunity Alabama
21st Feb 2023
Impact Medallion Project Spotlight: Opportunity Alabama
Insights ESG & Sustainability Services
Impact Medallion Project Spotlight: LandFund Partners
7th Feb 2023
Impact Medallion Project Spotlight: LandFund Partners
Insights ESG & Sustainability Services
Impact Medallion Project Spotlight: LCR Capital Partners
24th Jan 2023
Impact Medallion Project Spotlight: LCR Capital Partners
Insights ESG & Sustainability Services

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Opportunity Zone Fund Administration Factsheet
11th May 2023
Opportunity Zone Fund Administration Factsheet
Resources Opportunity Zones
Have Perceptions of Opportunity Zones Changed In The Past Year?
2nd May 2023
Have Perceptions of Opportunity Zones Changed In The Past Year?
Insights Opportunity Zones
Fighting Fraud in Opportunity Zones
14th Mar 2023
Fighting Fraud in Opportunity Zones
Insights Opportunity Zones
Best Practices in Opportunity Zones Fund Administration: Measuring Social Impact Opportunity Zone
28th Feb 2023
Best Practices in Opportunity Zones Fund Administration: Measuring Social Impact
Insights Opportunity Zones
How Opportunity Zones Can Be Used to Revitalize Rural Communities
9th Jan 2023
How Opportunity Zones Can Be Used to Revitalize Rural Communities
Insights Opportunity Zones
How Other Government Programs Can Be Used To Supplement Opportunity Zones Opportunity Zones
7th Sep 2022
How Other Government Programs Can Be Used To Supplement Opportunity Zones
Insights Opportunity Zones
How EB-5 and Opportunity Zones Can Work Together
10th Aug 2022
How EB-5 and Opportunity Zones Can Work Together
Insights EB-5
How Does the OZ Initiative Compare to Similar Government Programs?
6th Jul 2022
How Does the OZ Initiative Compare to Similar Government Programs?
Insights Opportunity Zones
What Is Holding Opportunity Zones Back? Industry Experts Weigh In
15th Jun 2022
What Is Holding Opportunity Zones Back? Industry Experts Weigh In
Insights Opportunity Zones
Opening an Important Dialogue Around Opportunity Zones
19th Oct 2021
Opening an Important Dialogue Around Opportunity Zones
Insights Opportunity Zones

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JTC Wins Prestigious Trust Company Accolade at 2024 STEP Awards
20th Sep 2024
JTC Wins Prestigious Trust Company Accolade at 2024 STEP Awards
News Corporate
USA Introduces Beneficial Owner Registry: The Corporate Transparency Act (CTA)
20th Dec 2023
USA Introduces Beneficial Owner Registry: The Corporate Transparency Act (CTA)
News Private Client Services
JTC Launches Trust Services to US Domestic Market and Makes Two Key Hires
8th Sep 2021
JTC Launches Trust Services to US Domestic Market and Makes Two Key Hires
News Private Client Services
Marina Cristiani Wins Silver at the 2021 Citywealth Powerwomen Awards
5th Mar 2021
Marina Cristiani Wins Silver at the 2021 Citywealth Powerwomen Awards
News Private Client Services
JTC Asking the Experts: A View From Mexico
22nd Jul 2020
JTC Asking the Experts: A View From Mexico
Insights Private Client Services
JTC Asking the Experts: A Focus on Argentina
1st Jul 2020
JTC Asking the Experts: A Focus on Argentina
Insights Private Client Services
JTC Asking the Experts: Focus On Chile
30th Jun 2020
JTC Asking the Experts: Focus On Chile
Insights Private Client Services
JTC Asking the Experts: Foreign HNWI Investing in the US
19th May 2020
JTC Asking the Experts: Foreign HNWI Investing in the US
Insights Private Client Services

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LATAM Venture Capital Fundraising in 2023: Embracing New Domiciles and Inspiring New Investors
28th Apr 2023
LATAM Venture Capital Fundraising in 2023: Embracing New Domiciles and Inspiring New Investors
Resources Funds
How Technology Can Improve the Onboarding Process
8th Jun 2022
How Technology Can Improve the Onboarding Process
Insights Private Equity
The Art of Onboarding for Private Equity Fund Administration
19th May 2022
The Art of Onboarding for Private Equity Fund Administration
Insights Fund Administration
6 Considerations for Third-Party Private Equity Fund Administration
1st Dec 2021
6 Considerations for Third-Party Private Equity Fund Administration
Insights Private Equity
JTC Shortlisted for Three Private Equity Awards
21st Jul 2021
JTC Shortlisted for Three Private Equity Awards
News Private Equity
4 Questions to Ask When Considering Outsourcing Fund Administration
25th Feb 2021
4 Questions to Ask When Considering Outsourcing Fund Administration
Insights Private Equity
How to Survive and Thrive in an Evolving Regulatory Landscape – The Top 6 Questions Fund Managers Should be Asking
8th Oct 2020
How to Survive and Thrive in an Evolving Regulatory Landscape – The Top 6 Questions Fund Managers Should be Asking
Insights Fund Administration
Data Management in a Data-Driven World
8th Oct 2020
Data Management in a Data-Driven World
Insights Private Equity

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Are Retail Investors Poised to Take Over Private Equity?
26th Jul 2023
Are Retail Investors Poised to Take Over Private Equity?
Insights Private Funds US
6 Considerations for Third-Party Private Equity Fund Administration
1st Dec 2021
6 Considerations for Third-Party Private Equity Fund Administration
Insights Private Equity
How to Succeed in a Demanding Private Equity Environment
28th Dec 2020
How to Succeed in a Demanding Private Equity Environment
Insights Fund Administration
JTC Completes Acquisition of NES Financial
30th Apr 2020
JTC Completes Acquisition of NES Financial
News 1031
Operational Efficiency in Private Equity: 4 Takeaways from the EY CFO Survey Private Equity
19th Jun 2019
Operational Efficiency in Private Equity: 4 Takeaways from the EY CFO Survey
Insights Fund Administration
How JTC Manages the Onboarding Process for New Private Equity Fund Clients
14th Mar 2019
How JTC Manages the Onboarding Process for New Private Equity Fund Clients
Insights Fund Administration

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JTC Wins Prestigious Trust Company Accolade at 2024 STEP Awards
20th Sep 2024
JTC Wins Prestigious Trust Company Accolade at 2024 STEP Awards
News Corporate

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Biden’s 2023 Budget Proposal Threatens 1031
13th May 2022
Biden’s 2023 Budget Proposal Threatens 1031
Insights 1031
In Defense of 1031 Exchange: Dispelling Common Myths
22nd Sep 2021
In Defense of 1031 Exchange: Dispelling Common Myths
Insights 1031
1031 Exchange Expert: Repealing the 1031 Program would “Harm” the U.S. Economy
8th Feb 2021
1031 Exchange Expert: Repealing the 1031 Program would “Harm” the U.S. Economy
Insights 1031

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99 Almaden Boulevard,
Ste. 875,
San Jose, CA 95113
+1 800 339 1031
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