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JERSIN FINANCIAL SERVICES
JERSIN FINANCIAL SERVICES, INC.
CRD 126990
931 HARTZ WAY, STE. 120, DANVILLE, CA, 94526, United States
Phone
925-725-6750
Fax
925-575-9665
Registration
— (—)
Source
State registered
Total AUM
$78.2M
Discretionary AUM
$78.2M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-01-14
Disciplinary history
No
Services
Portfolio management (individuals)INCOME TAX PLANING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $6.1M |
| High net worth individuals | 29 | $69.7M |
| Pension/profit sharing plans | 3 | $2.4M |
All web addresses on file
Official SEC filing: View on IAPD