Full text of JHW FINANCIAL SERVICES INC.'s X-17A-5 filed 2025-02-24 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ Annual Audit Report December 31, 2024 {1}------------------------------------------------ | | UNITED STATES | | 0MB APPROVAL | | | | | |------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------|-----------------------------------------|----------------------------------------------|----------------------------------------------|--|--|--| | SECURITIES AND EXCHANGE COMMISSION | 0MB Number: 3235-0123<br>Expires: Nov. 30, 2026 | | | | | | | | | Washington, D.C. 20549 | | | | | | | | | | | | hours per response:<br>12 | | | | | ANNUAL REPORTS | | | | SEC FILE NUMBER | | | | | | FORM X-17A-5 | | 8-45304 | | | | | | | PART Ill | | | | | | | | | | | | | | | | | | FACING PAGE | | | | | | | | Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 | | | | | | | | | FILING FOR THE PERIOD BEGINNING | ___<br>0_1_/0_1_/_24 _<br>_ | _ AND ENDING | __<br>__<br>_ 1_2_/3_1_/_24<br>_<br>MM/DD/YY | | | | | | | MM/DD/YY | | | | | | | | | A. REGISTRANT IDENTIFICATION | | | | | | | | | | | | | | | | | NAME OF FIRM: JHW Financial Services, Inc. dba Financial Telesis, Inc. | | | | | | | | | TYPE OF REGISTRANT (check all applica ble boxes): | | | | | | | | | D Security-based swap dealer<br>IS2I' Broker-dealer | | □ Major security-based swap participant | | | | | | | □ Check here if respondent is also an OTC derivatives dealer | | | | | | | | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | | | | | | | | | | | | | | | | | 4340 Redwood Highway, Suite B-75 | | | | | | | | | | (No. and Street} | | | | | | | | San Rafael | California | | | 94903 | | | | | {City) | (State) | | {Zip Code) | | | | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | | | Elizabeth S. Collins | (415) 526-2759 | | LizCollins@financialtelesisinc.com | | | | | | (Name) | {Area Code - Telephone Number} | | (Email Address) | | | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | | | | | | | | | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing* | | | | | | | | | Cropper Accountancy Corporation | | | | | | | | | | {Name - if individual, state last, first, and middle name} | | | | | | | | | | | | | | | | | 2700 Ygnacio Valley Blvd, Suite 270 Walnut Creek<br>(Address} | {City) | (State) | California | 94598<br>(Zip Code) | | | | | | |…Read the full text as markdown