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PAYSSE JENNISON FINANCIAL ADVISORS, PAYSSE JENNISON

PAYSSE JENNISON, INC.

CRD 116752 · SEC 801-66951

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$64.5M

Discretionary AUM

$64.5M

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-02-17

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals13$6.2M
High net worth individuals17$58.4M

All web addresses on file

Official SEC filing: View on IAPD