Comparison · no crown · not tax or legal advice
First American Exchange vs JTC Americas
First American Exchange Company, LLC and JTC Americas are both listed Qualified Intermediaries. Ownership as published: First American Title Insurance Company / First American Financial Corporation vs JTC Group. This table is the two custody files side by side. It does not award a best QI, invent fees, or fill blanks. A Delaware Statutory Trust interest, if mentioned, is typically a securities offering — a listing here is a custody file.
First American Exchange fileJTC Americas fileView checklistCheck custody controls
Published facts, side by side
| Field | First American Exchange | JTC Americas |
|---|---|---|
| Legal name | First American Exchange Company, LLC | JTC Americas |
| Ownership (as published) | First American Title Insurance Company / First American Financial Corporation (NYSE: FAF) | JTC Group |
| FEA | FEA member | FEA unknown |
| CES® | CES® on staff; names not published on cited pages | Nicole Vella, CES® |
| How funds are held | Segregated | Segregated |
| Fund-handling note | Exchange funds are held in segregated bank deposit accounts designated with the taxpayer’s name and tax identification number. Deposits are limited to FDIC-insured institutions with investment-grade ratings, or subsidiaries of investment-grade institutions. The firm says it does not invest exchange funds in securities. | Exchange funds are held only in FDIC-insured, fully liquid individual qualified escrow accounts and are never commingled with operating accounts. Fund movement requires dual authorization from both JTC and the exchanger. JTC says it undergoes an annual SOC 1 Type 2 audit. |
| Dual-signature / who can wire | Wire controls unknown | Dual-signature |
| Fidelity / E&O (published) | Not published on cited pages | Not published on cited pages |
| Other published coverage | Firm states a multimillion-dollar fidelity bond and professional liability policy from an independent underwriter; specific limits are not published on the current site and are omitted here. | Firm states it supplies errors and omissions insurance, cyber insurance, and a fidelity bond; dollar limits are not published on the cited pages and are omitted here. |
| Reverse | Yes | Yes |
| Improvement | Yes | Yes |
| DST (QI administration, not an offering) | Unknown | Yes |
| Published fees | Not published on cited pages | Not published on cited pages |
| Who keeps interest | Not published on cited pages | Not published on cited pages |
| File last sourced | 2026-09-04 | 2026-09-04 |
What stays unknown
First American Exchange:dual-signature, fidelity bond dollars, E&O dollars, DST administration, public fee card, who keeps interest
JTC Americas:FEA, fidelity bond dollars, E&O dollars, public fee card, who keeps interest
Unknown is omitted, not graded.Report missing infoif you have a primary URL we missed.
FAQ
Which of these QIs is better?
This page does not pick a winner. It places published custody fields from two QI File listings side by side. A thicker disclosure is not a grade, and an unpublished field is not a finding that the firm is unsafe.
Can I treat a parent logo or a bond number on this table as current coverage?
No. Parent is an ownership note. Insurance figures appear only when the firm’s cited page still prints them. Ask for current certificates. See how to read a listing and segregated vs dual-signature.
Where are the full source lists?
Open the two custody files: First American Exchange and JTC Americas. Every figure on this page is copied from those files.
Sources
Copied from the two firm files. Open those pages for the dated URL list.
- First American Exchange Company homepage
- Why Choose Us — First American Exchange Company
- About Us — First American Exchange Company
- 1031 Exchange Qualified Intermediary — JTC
- The Best QI For DST Sponsors — JTC
- Choosing a 1031 QI Based on Fees — JTC
- How to Select the Right 1031 Qualified Intermediary — JTC
- What CES® Certification Means — JTC (names Nicole Vella, CES®)
- NES Financial Rebrands to JTC Americas — JTC
More pairs:compare index. Compare these firms only on published custody facts.